Masterplan Retirement Consultants

Masterplan Retirement Consultants (CRD# 171497) is a financial advisory firm headquartered in Marietta, GA. They manage $11,867 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC

Financial Advisors at Masterplan Retirement Consultants
Showing 1 - 3 of 3 top financial advisors.
1
Brian E. Adams
CRD#: 2849485
3405 Dallas Hwy Ste 719, Marietta, GA 30064
93
Wealthminder
score

Brian Adams (CRD# 2849485) is an Investment Advisor Representative working at Masterplan Retirement Consultants in Marietta, GA and has over 21 years of experience in the finance industry.

2
Philip J. Shaffer
CRD#: 6563382
3405 Dallas Hwy Ste 719, Marietta, GA 30064
89
Wealthminder
score

Philip Shaffer (CRD# 6563382) is an Investment Advisor Representative working at Masterplan Retirement Consultants in Marietta, GA and has over 2 years of experience in the finance industry.

3
Mark B. Fricks
CRD#: 1645509
3405 Dallas Hwy Ste 719, Marietta, GA 30064
68
Wealthminder
score

Mark Fricks (CRD# 1645509) is an Investment Advisor Representative working at Masterplan Retirement Consultants in Marietta, GA and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.