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Edna Delphin

Retirement Plan Advisors, LLC
19 Years of Experience
Shreveport, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Edna Delphin is a registered investment advisor at Retirement Plan Advisors, LLC, based in Shreveport, LA, with 19 years of industry experience. Edna 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

910 Pierremont Road, Suite 410, Shreveport, LA, 71106

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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

Edna is the President and an independent insurance agent for various independent insurance companies through Delphin Financial Services Inc. since 2007, dedicating a few hours per week. She is also an advisory representative of a RIA through Retirement Plan Advisors since 2011, dedicating nearly full-time hours. Finally, Edna is an owner/partner of Retirement Plan Advisors Holdings, Inc. since April 2024, but spends minimal time on this activity.

Employment History
Current Registrations
Retirement Plan Advisors, LLC
January 2011 - Present · 15 yrs 9 mos
Cambridge Investment Research, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.
October 2008 - January 2011 · 2 yrs 3 mos
Sagepoint Financial, INC.Broker
February 2007 - January 2011 · 3 yrs 11 mos
State Registrations3 states
LAMSTX
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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