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).
Total Assets Under Management20MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$181,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Anthony Kippins (CRD# 2424951) is an Investment Advisor Representative working at Retirement Plan Advisors Ltd in Cincinnati, OH and has over 23 years of experience in the finance industry.
Lauren Olmsted (CRD# 5969273) is an Investment Advisor Representative working at Retirement Plan Advisors Ltd in Cincinnati, OH and has over 5 years of experience in the finance industry.