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
Series 65
Industry experience
8 years
Paul Leeman is a financial advisor with Retirement Planners of America, holding a Series 65 designation and eight years of industry experience. He has worked at MMWKM Advisors, LLC since 2016 and has held academic positions at the University of Houston since 2014 and Rice University from 2014 to 2016. Retirement Planners of America manages approximately $4 billion for individuals, plan participants, and institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an “invest and protect” strategy that tactically adjusts allocations among ETFs, money market funds, and cash, serving clients ranging from high-net-worth individuals to those with more limited 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
2016 - Present (10 years)
University of Houston
2014 - Present (12 years)
Rice University
2014 - 2016 (2 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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