Paul D. Sippil & Associates, LLC provides retirement plan consulting and fiduciary advisory services to employer-sponsored retirement plans governed by federal retirement plan rules. The firm operates on a fixed-fee basis, helping plan sponsors review investment options, control costs, and meet fiduciary obligations. Paul D. Sippil & Associates, LLC offers non-discretionary guidance, meaning employers and plan participants retain final authority over all investment decisions and transactions. The firm does not manage personal portfolios for individual retail investors, execute trades, or hold client funds.
Assets Under Management$150M
Clients34
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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