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
Jefferson City, MO 65109
Credentials
Series 63, Series 65
Industry experience
14 years
Matthew Frank is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2022 and also has ongoing roles with Retirement Plan Advisors, LLC and Cambridge Investment Research, Inc. He is an owner and partner of Retirement Plan Advisors Holdings, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party sub-advisers to implement investment strategies.
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
2420 Hyde Park Road, #C
Jefferson City, MO 65109
Illinois · Missouri · Texas
Cambridge Investment Research Advisors
2022 - Present (4 years)
Retirement Plan Advisors, LLC
2016 - Present (10 years)
Cambridge Investment Research, INC
2014 - Present (12 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.
Series 63, Series 65
Jefferson City, MO
BIY Financial, LLC
CFP®, Series 63
Jefferson City, MO
Erickson Financial Solutions, LLC
CFP®
Jefferson City, MO
MVK Financial Planning, LLC
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Series 66
Jefferson City, MO
Retirement Plan Advisors, LLC
Series 63, Series 65
Jefferson City, MO
GreenLeaf Financial Network, LLC
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