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
Denver, CO
Credentials
Series 63, Series 66
Industry experience
27 years
Emily Knox is a financial advisor at Retirement Plan Advisors, LLC in Denver, CO, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Nationwide Investment Services Corporation, and Morgan Stanley. She is also an owner of Retirement Plan Advisors Holdings, Inc. Retirement Plan Advisors, LLC specializes in retirement plan design, fiduciary and investment consulting, and participant-level advisory services primarily for public-sector employers and their employees. The firm uses a strategic asset allocation approach with tactical elements and offers financial planning and discretionary portfolio management for individual and high-net-worth clients.
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
Denver, CO
Colorado
Cambridge Investment Research, Inc.
2025 - Present (1 year)
Retirement Plan Advisors, LLC
2025 - Present (1 year)
Nationwide Investment Services Corporation
2022 - 2025 (3 years)
Morgan Stanley
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Horace Mann Companies
2021 - 2021 (1 year)
Horace Mann Investors Inc.
2021 - 2021 (1 year)
Horace Mann Investors Inc.
2021 - 2021 (1 year)
Icma Rc
2016 - 2021 (5 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®
Denver, CO
True Riches Financial Planning
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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