Phillip Holstrom
Phillip Holstrom is a registered investment advisor at Retirement Plan Advisors, LLC, based in Lebanon, OH, with 26 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
Lebanon, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip is a church council member, dedicating minimal time. He is also an Investment Advisor Representative with Retirement Plan Advisors, LLC, spending a few hours per week. Finally, Phillip is an agent for various insurance companies, spending minimal time.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Signator Investors, INC.
Signator Investors, INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Allstate Financial Services, LLCBroker
The Investment Center, INC.Broker
Wma Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.