Retirement Plan Advisors, LLC provides financial planning, investment management, and retirement plan consulting services. Founded in 2000, the firm primarily serves public and private sector employees, employers, and retirement plans. Individual services include comprehensive financial planning, discretionary investment management, and specialized managed account programs such as PortfolioPlus and WealthPort. The firm assists clients with retirement income planning, asset allocation, portfolio monitoring, and customized wealth strategies. Retirement Plan Advisors acts as a fiduciary, operating under a legal obligation to put client interests first. The firm maintains offices in Chicago, Illinois, and manages billions of dollars in assets.
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.