RT
CFP
RT
CFP

Robyn Turner

10 Years of Experience
Austin, TX

Robyn Turner is a CFP-designated registered investment advisor at Retirement Plan Fiduciaries, LLC, based in Austin, TX, with 10 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 51 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
51 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$193.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

For individuals, Retirement Plan Fiduciaries offers several options:

  • 1% of your portfolio per year
  • $5,000/year retainer + 0.3% of your portfolio per year
  • $2,000/year retainer + 0.5% of your portfolio per year

Fees are charged quarterly.

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Location

Austin, TX

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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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Employment History
Current Registrations
Retirement Plan Fiduciaries, LLC
May 2015 - Present · 11 yrs
State Registrations1 state
TX
Advisor

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.