Retirement Plan Advisors, LLC logo

Retirement Plan Advisors, LLC

Updated today

Total assets under management

$3,540,242,913

Total clients

8,097

1% high-net worth

Total advisors

45

of 47 employees

Firm size

Multi Team

Average clients per advisor

180

Average account size

$437,229

About

Retirement Plan Advisors provides retirement-plan-focused consulting and investment advisory services to employer-sponsored retirement plans and to individual clients, offering financial planning and discretionary portfolio management. While it offers common multi-team services such as financial planning and portfolio management for both non‑HNW and high‑net‑worth individuals, the firm’s practice is centered on plan sponsors, plan participants, and public sector employers.

The firm’s investment approach emphasizes strategic asset allocation with tactical components and uses a mix of no-load/load‑waived mutual funds, exchange‑traded funds, and Collective Investment Trusts to implement model portfolios and managed-account solutions such as PortfolioPlus and WealthPort. RPA serves in both co‑fiduciary (3(21)) and discretionary (3(38)) roles for plan sponsors, relies on an Investment Committee for ongoing menu and manager oversight, and may recommend third‑party managers or subadvisors where appropriate.

What distinguishes the firm from many peers is its specialized work with public sector and state or municipal government retirement plans and its role managing pooled investment vehicles — including sponsoring and managing Collective Investment Trusts and offering services for Pooled Employer Plans (PEPs) and pooled-account solutions. The firm also provides a periodic newsletter for PortfolioPlus participants and discloses arrangements with recordkeepers and affiliated entities (including a broker‑dealer relationship), noting potential conflicts and the oversight practices it follows.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement income strategy

Occupation focus

Public Service Employee Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning average $600 (basic) and $1,500 (comprehensive)

Percentage

$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

Commissions may be received from sale of insurance and securities products by affiliated broker/dealer representatives

Project-based

Hourly fees for financial planning typically range from $100-$250 per hour, not to exceed $500 per hour

Other

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

Main office location

Retirement Plan Advisors, LLC

29 E. Madison St., Suite 500

Chicago IL 60602-3205, United States

Number of offices

31

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen W

Series 66

Frisco, TX

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Edna D

Series 66

Shreveport, LA

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Jake S

Series 66

St. Peters, MO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Jim L

Series 63, Series 65

St. Peter's, MO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Michael P

Series 65

Frisco, TX

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
user avatar

Matthew F

Series 63, Series 65

Jefferson City, MO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Brett P

Series 66

Jefferson City, MO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Edward T

Series 63, Series 65

St. Louis, MO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Robert M

CFP®, Series 63

Cherry Hill, NJ

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Alexander G

CFA®

Chicago, IL

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Emily K

Series 63, Series 66

Denver, CO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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Scott B

ChFC®, Series 63

South Glastonbury, CT

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
user avatar

Eric M

Series 63, Series 65

Macomb, MI

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
user avatar

Charles T

Series 63, Series 66

St. Peter's, MO

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
user avatar

Thomas C

Series 66

Egg Harbor Township, NJ

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
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