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
Plano, TX 75093
Credentials
CFP®, Series 66
Industry experience
21 years
Natalie Chandler is a CFP® with 21 years of industry experience and is currently affiliated with Retirement Planners of America. She has worked at MMWKM Advisors, LLC since 2012. In addition to her advisory role, she is an independent insurance agent. Retirement Planners of America is an SEC-registered investment adviser managing approximately $4 billion for individuals, plan participants, and institutions. The firm uses a tactical “invest and protect” strategy across model portfolios and offers discretionary portfolio management, financial planning, and a program for clients with smaller investable assets.
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
2820 Dallas Parkway
Plano, TX 75093
Texas
MMWKM Advisors, LLC
2012 - Present (14 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.
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