Retirement Planners of America

Retirement Planning Firm in Linn County, OR


Firm Size
Assets Under Management: $4.7 billion
# of Advisors: 31
# of Clients: 19,153
Client to Advisor Ratio: 618:1
Average Account Size: $245,881
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Market Timing Services

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

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

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Retirement Planners Of America Overview

Retirement Planners of America is a registered investment advisory firm that provides investment advice exclusively to its clients. Since its establishment in 2011, the firm has been headquartered in Plano, Texas. Retirement Planners of America operates on a fee-based arrangement, which means that clients pay for advice and services provided by the firm. The firm offers a range of financial planning services designed to help clients meet their financial goals. Its services include portfolio management for individuals and small businesses, which involves the selection and allocation of various investments to create a portfolio that meets the client's risk tolerance and long-term financial objectives. Retirement Planners of America also offers market timing services, which involve analyzing economic trends and market data to make informed investment decisions. Retirement Planners of America is committed to helping clients achieve their financial objectives while minimizing risk. The firm takes a holistic approach to financial planning, working with clients to create customized investment strategies that reflect their unique needs and long-term goals. With its extensive experience and commitment to client satisfaction, Retirement Planners of America is a trusted partner for anyone looking to achieve financial independence and security.

Retirement Planners of America is a financial advisory firm that serves a diverse range of clients. They provide tailored solutions for individuals, high net worth individuals, and pension or profit sharing plans. These clients have different goals, risk tolerance, and financial needs, and Retirement Planners of America is equipped to meet their unique requirements. For instance, high net worth clients tend to have more complex financial situations that require sophisticated planning strategies. The fee structures at Retirement Planners of America vary depending on the service provided. Typically, they charge a percentage of the assets under management (AUM) for investment management services. This means that clients pay a fee based on the amount of money that the firm manages on their behalf. This fee structure aligns the interests of the client and the advisor because it incentivizes the advisor to grow the client's portfolio. For other services such as financial planning, the firm may charge an hourly fee or a flat rate. These fees are transparent, and clients can choose a fee structure that suits their needs and budget. Overall, Retirement Planners of America aims to provide excellent value to their clients by offering expert financial advice and competitive fee structures.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Retirement Planners of America, the firm's investment minimum is not disclosed. There is no mention of investment minimums in their brochure. Therefore, it is recommended to reach out to the firm directly to inquire about their investment minimums and any other important information regarding their services.

How This Office Can Help Linn County, OR Residents

Retirement Planners of America is a trusted financial consultancy firm that offers comprehensive retirement planning services to clients in Linn County, OR. The company specializes in providing personalized investment advice and guidance to help clients achieve their retirement goals. Clients are offered a range of services, including retirement income planning, wealth management, and estate planning, to name a few. With a team of experienced financial advisors and market experts, Retirement Planners of America empowers its clients to make informed decisions about their financial future. Linn County, OR, is home to a diverse population with varying financial situations. Whether someone is new to the job market, nearing retirement, or already in retirement, there may be unique challenges and opportunities they face. For example, some residents of Linn County might be self-employed and need guidance on how to plan for retirement as business owners. Others may have significant assets but require assistance with developing an effective wealth management strategy. Further, some people may be dealing with unexpected expenses or debts that require careful financial planning. Retirement Planners of America caters to all these different needs and more, providing customized solutions that align with each client's individual circumstances.

To view the Minimum Investment and Fee Schedule for Retirement Planners Of America, visit their Part 2 Brochure.

Services Offered by Retirement Planners Of America

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 Planners Of America 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)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
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 2820 Dallas Pkwy, Plano, TX 75093, USA
Phone (469) 246-3600
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Retirement Planners Of America is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Retirement Planners Of America does not have any disclosures. Please visit it's Form ADV for more details.