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RM
CFP
RM
CFP

Robert Mangano

Retirement Plan Advisors, LLC
24 Years of Experience
Cherry Hill, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Mangano is a CFP-designated registered investment advisor at Retirement Plan Advisors, LLC, based in Cherry Hill, NJ, with 24 years of industry experience. Robert 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

Cherry Hill, NJ

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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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Other Business ActivitiesSells Insurance

Robert is an advisory representative of Retirement Plan Advisors LLC since 2019 and an owner/member of Retirement Plan Advisors Holdings, Inc. since 2022, dedicating minimal time to the latter. Robert is also an independent insurance agent since 2019, spending minimal time on this activity.

Employment History
Current Registrations
Retirement Plan Advisors, LLC
March 2019 - Present · 7 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Gwfs Equities, INC.Broker
January 2012 - March 2019 · 7 yrs 2 mos
Hartford Securities Distribution Company, INC.Broker
January 2009 - December 2011 · 2 yrs 11 mos
Hartford Equity Sales Company INC.Broker
July 2003 - January 2009 · 5 yrs 6 mos
Wm Financial Services, INC.Broker
February 2002 - June 2003 · 1 yr 4 mos
State Registrations2 states
NJTX
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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