Retirement Plan Advisors Ltd

Retirement Plan Advisors Ltd (CRD# 158882) is a financial advisory firm headquartered in Cincinnati, OH. They manage $20,000,000 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $181,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

KY, OH

Financial Advisors at Retirement Plan Advisors Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Anthony C. Kippins
CRD#: 2424951
9467 Montgomery Road, Cincinnati, OH 45242
93
Wealthminder
score

Anthony Kippins (CRD# 2424951) is an Investment Advisor Representative working at Retirement Plan Advisors Ltd in Cincinnati, OH and has over 22 years of experience in the finance industry.

2
Lauren E. Olmsted
CRD#: 5969273
9467 Montgomery Road, Cincinnati, OH 45242
90
Wealthminder
score

Lauren Olmsted (CRD# 5969273) is an Investment Advisor Representative working at Retirement Plan Advisors Ltd in Cincinnati, OH and has over 4 years of experience in the finance industry.

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