Advisor at Retirement Plan Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Plan Advisors, LLC
Location
Shreveport, LA 71106
Credentials
Series 66
Industry experience
19 years
Edna Delphin is a financial advisor at Retirement Plan Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Retirement Plan Advisors and Cambridge Investment Research since 2011. Outside of her advisory role, she serves as president of Delphin Financial Services Inc., an independent insurance agency. Retirement Plan Advisors, LLC specializes in retirement plan design, fiduciary and investment consulting, and participant-level advisory services primarily for public-sector employers. The firm also provides financial planning and discretionary portfolio management, employing a strategic asset allocation approach with tactical elements and managing various participant programs and solutions for smaller plans.
Based on Retirement Plan Advisors, LLC
Based on Retirement Plan Advisors, LLC
Fixed fees for financial planning average $600 (basic) and $1,500 (comprehensive)
$0+: Tiered program fee for Team-Directed (WealthPort) based on account size, maximum total fee 2.25% annually $0+: Up to 2.25% annually for asset-based consulting fee in limited circumstances $0+: Up to 2.25% annually for Investment Managed Accounts $0+: Up to 2.25% annually for Retirement Plan Advisors’ PortfolioPlus $0+: Up to 2.25% annually for Advisor-Directed (WealthPort) $0+: Up to 2.15% annually for CAAP (WealthPort)
Commissions may be received from sale of insurance and securities products by affiliated broker/dealer representatives
Hourly fees for financial planning typically range from $100-$250 per hour, not to exceed $500 per hour
Account minimum: $25,000 Minimum fee: Minimum financial planning fee of $150 Fee-only: Financial planning fees may be fixed, hourly, or asset-based; hourly fees range from $100-$250 per hour, up to $500 per hour; fixed fees average $600 to $1,500
910 Pierremont Road, Suite 410
Shreveport, LA 71106
Louisiana · Texas
Retirement Plan Advisors, LLC
2011 - Present (15 years)
Cambridge Investment research, Inc
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
Series 63, Series 65
Shreveport, LA
Graham Financial
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
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