Retirement Plan Advisors

Retirement Planning Firm in Hammond, LA

Firm Info
Address: 4736 W Napoleon Ave # 101, Metairie, LA 70001, USA
Phone: (504) 454-6457

Firm Size
Assets Under Management: $1.3 billion
# of Advisors: 35
# of Clients: 7,023
Client to Advisor Ratio: 201:1
Average Account Size: $184,526
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • State & Municipal Govt Entities

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Retirement Plan Advisors, LLC Overview

RETIREMENT PLAN ADVISORS, LLC is a registered investment advisory firm that has been providing investment advice only since 2004. The firm is headquartered in Chicago, Illinois, and offers a comprehensive range of fee-based services to individuals, small businesses and institutional clients. The firm provides financial planning, portfolio management, pension consulting services, and selection of other advisors to help clients achieve their investment goals. RETIREMENT PLAN ADVISORS, LLC caters to a wide range of clients, including small businesses and institutional clients. The firm's portfolio management for businesses and institutional clients is based on a tailored approach, which takes into account the specific needs of each client. The firm also offers pension consulting services, which can help businesses design retirement plans that are both cost-effective and beneficial to employees. Additionally, RETIREMENT PLAN ADVISORS, LLC provides educational seminars and workshops to help clients gain a better understanding of investment principles and strategies. The firm also publishes a range of informative newsletters and periodicals, which provide clients with insights and updates on key investment trends and market developments. Overall, the firm provides a range of services that are tailored to the specific needs of each client, making it a trusted partner for clients looking to invest for retirement.

RETIREMENT PLAN ADVISORS, LLC caters to a diverse range of clients, including individuals, high net worth individuals, and state or municipal government entities. Their expertise and experience enable them to provide advice and assistance to clients from a variety of backgrounds, all with unique financial situations. From helping an individual plan for their retirement to assisting a government entity in developing and maintaining a retirement plan, RETIREMENT PLAN ADVISORS, LLC is equipped to provide comprehensive and customized financial advice to a broad range of clients. One of the key benefits of working with RETIREMENT PLAN ADVISORS, LLC is their flexibility in fee structures. Depending on the specific service provided, clients may have the option to pay a percentage of assets under management (AUM), an hourly fee, or a fixed fee. This allows clients to choose the payment structure that best fits their financial situation and preferences. A percentage of AUM fee structure is based on the total amount of assets under the management of the client. An hourly fee structure is based on the amount of time spent by the advisor on the specific service provided. Fixed fees are predetermined for each service offered, providing clients with a clear understanding of the costs involved before any work is undertaken. Overall, RETIREMENT PLAN ADVISORS, LLC aims to provide transparent and flexible fee structures that align with the diverse needs of their clients.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for RETIREMENT PLAN ADVISORS, LLC is $5,000 to open any managed account. The specific strategist used for the CAAP account will determine the minimum investment amount, with some being as low as $5,000. However, Retirement Plan Advisors' PortfolioPlus program does not have a minimum investment amount mentioned in their Part 2 Brochure.

How This Office Can Help Hammond, LA Residents

Retirement Plan Advisors is a financial advisory firm that assists clients in Hammond, LA with their retirement planning needs. The firm offers a range of services, including retirement plan design, investment management, financial education, and more. The team at RPA is dedicated to helping clients achieve their retirement goals by creating personalized plans that meet their unique needs and circumstances. Clients in Hammond, LA may face a range of financial situations, from planning for retirement to managing their income in retirement. RPA helps clients navigate these challenges by providing expert advice and personalized solutions. The firm's team of advisors has deep knowledge of the local market and understands the unique economic conditions that impact the financial needs of people living in Hammond. With this experience and expertise, RPA can help clients build a comfortable and secure retirement plan that meets their goals and helps them achieve financial freedom.

To view the Minimum Investment and Fee Schedule for Retirement Plan Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Retirement Plan Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Retirement Plan Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4736 W Napoleon Ave # 101, Metairie, LA 70001, USA
Phone (504) 454-6457
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 105 WEST ADAMS, SUITE 2175, CHICAGO, IL 60603-6275, United States

This firm has no other locations.

State Registrations

Retirement Plan Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kansas
  • Kentucky
  • Louisiana
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Pennsylvania
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Wisconsin

Disciplinary History

Retirement Plan Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.