Thomas Ciesla
Thomas Ciesla is a registered investment advisor at Retirement Plan Advisors, LLC, based in Shorewood, IL, with 27 years of industry experience. Thomas 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
Shorewood, IL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2000Other Business Activities
Thomas has been an income tax preparer since 1990, also providing CPA/enrolled agent/tax preparer/accounting services. This activity, which is not investment related, takes about a quarter of Thomas's time.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Ogilvie Security Advisors CORP
Ogilvie Security Advisors CorporationBroker
Raymond James Financial Services, INC.Broker
State Registrations14 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.