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Edward Tritschler

Retirement Plan Advisors, LLC
23 Years of Experience
Jefferson City, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Edward Tritschler is a registered investment advisor at Retirement Plan Advisors, LLC, based in Jefferson City, MO, with 23 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 10,031 clients with $3.5B in assets under management.

Retirement Plan Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
10,031 clients
Average Client Portfolio
$353K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee is 2.25% per year. Program fees, trading, custodial, and account service fees may apply in addition to the advisory fee depending on the selected program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2420 Hyde Park Road, #C, Jefferson City, MO, 65109

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward preaches and teaches on Sundays for Harvester Church of Christ, dedicating about 10-20% of his time. He is also an independent insurance agent and an investment advisor representative for Retirement Plan Advisors, but spends no time trading in these roles.

Employment History
Current Registrations
Retirement Plan Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.
August 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ef Legacy Securities, LLCBroker
January 2021 - March 2022 · 1 yr 2 mos
Planmember Securities CorporationBroker
March 2020 - January 2021 · 10 mos
Planmember Securities Corporation
March 2020 - January 2021 · 10 mos
National Pension & Group Consultants, INC.
April 2014 - March 2020 · 5 yrs 11 mos
National Pension & Group Consultants, INCBroker
April 2014 - October 2018 · 4 yrs 6 mos
VALIC Financial Advisors, INC.
October 2008 - March 2014 · 5 yrs 5 mos
VALIC Financial Advisors, INC.Broker
October 2008 - March 2014 · 5 yrs 5 mos
Natcity Investments, INC.
June 2008 - September 2008 · 3 mos
Natcity Investments, INC.Broker
October 2007 - September 2008 · 11 mos
VALIC Financial Advisors, INC.Broker
November 2005 - September 2007 · 1 yr 10 mos
State Farm Vp Management CORP.Broker
May 2005 - October 2005 · 5 mos
The Variable Annuity Marketing CompanyBroker
May 1999 - January 2002 · 2 yrs 8 mos
VALIC Financial Advisors, INC.Broker
April 1999 - May 2002 · 3 yrs 1 mo
State Registrations10 states
ALARILKSKYMIMNMOOKTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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