Retirement Plan Fiduciaries, LLC

Retirement Plan Fiduciaries, LLC (CRD# 161137) is a financial advisory firm headquartered in Austin, TX. They manage $124,000,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,722,222
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
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.

TX

Financial Advisors at Retirement Plan Fiduciaries, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip A. White
CRD#: 4593950
San Antonio, TX
96
Wealthminder
score

Philip White (CRD# 4593950) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in San Antonio, TX and has over 14 years of experience in the finance industry. Philip White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas C. Carter
CRD#: 4225405
Austin, TX
93
Wealthminder
score

Thomas Carter (CRD# 4225405) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in Austin, TX and has over 16 years of experience in the finance industry.

3
Robyn N. Carter
CRD#: 6451661
Austin, TX
88
Wealthminder
score

Robyn Carter (CRD# 6451661) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in Austin, TX and has 1 year of experience in the finance industry.

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