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Erik Eklof

Retirement Planners of America
11 Years of Experience
Plano, TX
View SEC Summary
View SEC Summary

Erik Eklof is a registered investment advisor at Retirement Planners of America, based in Plano, TX, with 11 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,657 clients with $3.6B in assets under management.

Retirement Planners of America
Compensation
Fee-Only (% of Portfolio)
Firm Size
33 advisors
Number of Clients
5,657 clients
Average Client Portfolio
$634K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.30%

Standard fee is 1.30% annually, while legacy clients may pay 1.25%. Accounts with $250,000 or less custodied at Pershing in the Retirement Planners of America Direct program pay 1.85%. Variable annuities, certain 401(k) accounts, and held-away accounts are charged a flat negotiable fee not to exceed 1.25%.

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

Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Retirement Planners of America
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Mcgowan Group Asset Management, INC.
June 2021 - March 2022 · 9 mos
USAA Investment Management Company
September 2018 - September 2019 · 1 yr
USAA Financial Advisors, INC.Broker
May 2018 - September 2019 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Fidelity Brokerage Services LLCBroker
July 2000 - November 2004 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor

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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