Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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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 Planners of America
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - August 2018 · 1 yr 9 mos
Financial Engines Advisor Center, LLC
April 2016 - November 2016 · 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.