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 63, Series 65
Industry experience
7 years
Thomas Healy is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NYLIFE Securities LLC and various entrepreneurial ventures in custom woodwork and renovation. He is also 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 employs an “invest and protect” strategy that uses trend analysis to adjust allocations among ETFs, money market funds, and cash, offering discretionary portfolio management, financial planning, and a lower-asset program for smaller accounts.
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
Retirement Planners of America
2021 - Present (5 years)
NYLIFE Securities LLC
2018 - 2021 (3 years)
Advanced Environmental Concepts
2018 - 2018 (1 year)
Blackdoor Renovation
2017 - 2017 (1 year)
H Square Custom Woodwork
2015 - 2017 (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.
Verified by Warmer
Series 63, Series 66
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Gadiraju, Raju
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