Eliot Marr
Eliot Marr is a registered investment advisor at Retirement Plan Advisors, LLC, based in Tampa, FL, with 18 years of industry experience. Eliot 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1112 Channelside Drive, Tampa, FL, 33602
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eliot is a mortgage loan originator, an author, an insurance agent, a managing director/investment adviser representative for Bison Wealth, LLC, and a registered representative for Metric Financial LLC. He dedicates minimal time to mortgage origination and insurance sales, about a quarter of his time to Bison Wealth, and minimal time to Metric Financial LLC.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
Bison Wealth, LLC
The Pacific Financial Group, INC.
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wachovia Securities, LLCBroker
Metlife Securities INC.Broker
State Registrations6 states
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
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