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Edward Kindler

Retirement Plan Advisors, LLC
16 Years of Experience
Upper Arlington, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Edward Kindler is a registered investment advisor at Retirement Plan Advisors, LLC, based in Upper Arlington, OH, with 16 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

1761 W. Lane Avenue, Upper Arlington, OH, 43221

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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
June 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is an Investment Advisor Representative with Retirement Plan Advisors LLC, spending full-time hours in this role. He also works as an insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Retirement Plan Advisors, LLC
March 2024 - Present · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
PNC Investments
August 2014 - August 2023 · 9 yrs
PNC InvestmentsBroker
June 2014 - August 2023 · 9 yrs 2 mos
Wesbanco Securities, INC.Broker
April 2013 - July 2013 · 3 mos
The Huntington Investment CompanyBroker
December 2011 - December 2012 · 1 yr
Nationwide Securities, LLCBroker
August 2008 - June 2011 · 2 yrs 10 mos
1717 Capital Management CompanyBroker
July 2007 - August 2008 · 1 yr 1 mo
Nationwide Investment Services CorporationBroker
January 2007 - July 2007 · 6 mos
State Registrations1 state
OH
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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