Retirement Plan Advisors

Retirement Plan Advisors (CRD# 164198) is a financial advisory firm headquartered in New York, NY. They manage $846,543,361 in 55 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    847
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $15,391,697
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
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.

CA, IL, NY, OH

Financial Advisors at Retirement Plan Advisors
Showing 1 - 5 of 5 top financial advisors.
1
John W. Vogel
CRD#: 1359328
335 Madison Avenue, 23rd Floor, New York, NY 10017
96
Wealthminder
score

John Vogel (CRD# 1359328) is an Investment Advisor Representative working at Retirement Plan Advisors in New York, NY and has over 24 years of experience in the finance industry.

2
Christopher F. Arotin
CRD#: 5544028
19848 Pacific Coast Highway, Malibu, CA 90265
93
Wealthminder
score

Christopher Arotin (CRD# 5544028) is an Investment Advisor Representative working at Retirement Plan Advisors in Malibu, CA and has over 8 years of experience in the finance industry.

3
Kate E. Kittinger
CRD#: 5512479
19848 Pacific Coast Highway, Malibu, CA 90265
93
Wealthminder
score

Kate Kittinger (CRD# 5512479) is an Investment Advisor Representative working at Retirement Plan Advisors in Malibu, CA and has over 9 years of experience in the finance industry.

4
Andres G. Terronez
CRD#: 4988328
335 Madison Avenue, 23rd Floor, New York, NY 10017
93
Wealthminder
score

Andres Terronez (CRD# 4988328) is an Investment Advisor Representative working at Retirement Plan Advisors in New York, NY and has over 12 years of experience in the finance industry.

5
Anthony H. Carlton
CRD#: 6868464
227 W. Monroe Street, Suite 2090, Chicago, IL 60606
87
Wealthminder
score

Anthony Carlton (CRD# 6868464) is an Investment Advisor Representative working at Retirement Plan Advisors in Chicago, IL and has 1 year of experience in the finance industry.

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