Advisor at Retirement Planners of America
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 Planners of America
Location
St. George, UT
Credentials
Series 65
Industry experience
8 years
Mark Ward is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Retirement Planners of America and has previously worked at Prestige Wealthwide, LLC and Financial Engines Advisors L.L.C. Outside of his advisory role, he maintains a real estate license and occasionally works as an independent real estate agent. Retirement Planners of America is an SEC-registered investment adviser managing approximately $4 billion for individuals, plan participants, and institutions. The firm employs an “invest and protect” strategy that tactically shifts allocations among ETFs, money market funds, and cash, offering discretionary portfolio management and financial planning services across a range of client objectives.
Based on Retirement Planners of America
Variable annuity accounts and held away accounts accessed through Pontera are subject to a flat negotiable fee not to exceed 1.25%.
$0 - $250,000: 1.85% annually $250,000+: 1.30% annually
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees.
Account minimum: $1,000
St. George, UT
Utah
Retirement Planners of America
2026 - Present (1 year)
Prestige Wealthwide, LLC
2023 - 2026 (3 years)
Prestige Wealthwide, LLC
2023 - 2026 (3 years)
Retirement Planners of America
2020 - 2023 (3 years)
Financial Engines Advisors L.L.C. dba Edelman Financial Engines
2016 - 2019 (3 years)
Red Rock Real Estate
2016 - 2026 (10 years)
Financial Engines
2015 - 2019 (4 years)
Financial Engines Advisor Center, LLC dba TMFS Advisors, LLC
2013 - 2016 (3 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
St. George, UT
Copperlion Investments
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Series 65
St. George, UT
Periope, LC
CFA®
Saint George, UT
Evestia Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")