Retirement Plan Fiduciaries, LLC
Retirement Plan Fiduciaries, LLC (CRD# 161137) is a financial advisory firm headquartered in Austin, TX. They manage $160,907,213 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Retirement Plan Fiduciaries, LLC
By the Numbers
-
Total Assets Under Management161MILLION
-
Total Number of Accounts49ACCOUNTS
-
Average Account Value$3,283,821
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Retirement Plan Fiduciaries, LLC
1
Thomas Carter (CRD# 4225405) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in Austin, TX and has over 23 years of experience in the finance industry.
2
Robyn Turner (CRD# 6451661) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in Austin, TX and has over 8 years of experience in the finance industry.
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