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Debra Anton

Retirement Plan Advisors, LLC
13 Years of Experience
Wichita, KS
BrokerSells Insurance
View SEC Summary
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Debra Anton is a registered investment advisor at Retirement Plan Advisors, LLC, based in Wichita, KS, with 13 years of industry experience. Debra 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
—
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Location

Wichita, KS

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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

Debra is an independent insurance agent with various independent insurance companies since 2013, spending a few hours per week. She is also an advisory representative of a registered investment advisor since 2014, dedicating nearly full-time hours. Debra is also a parish council member since 2018, dedicating minimal time.

Employment History
Current Registrations
Retirement Plan Advisors, LLC
May 2014 - Present · 12 yrs 5 mos
Cambridge Investment Research, INC.
May 2014 - Present · 12 yrs 5 mos
Cambridge Investment Research, INC.Broker
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2012 - December 2013 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
September 2012 - December 2013 · 1 yr 3 mos
State Registrations4 states
AZKSOKWA
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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