Michael Allen
Michael Allen is a registered investment advisor at Retirement Plan Advisors, LLC, based in Lee's Summit, MO, with 33 years of industry experience. Michael 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
4120 SW Leeward Dr., Lee's Summit, MO, 64082
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Michael is an advisor rep of an RIA, Retirement Plan Advisors, Inc LLC, dedicating full-time hours. He is also an independent insurance agent for various independent insurance companies, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Sunset Financial Services, INC.Broker
Nationwide Investment Services CorporationBroker
State Registrations6 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.