Assets Under Management
$4.0B
Number of Clients
6,827
Number of Advisors
37
Average Client AUM
$582K
AUM per Advisor
$107.4M
Compensation
Fee-Only (AUM)
Retirement Planners of America provides discretionary portfolio management services using an "invest and protect" strategy, primarily investing in BNY Mellon ETFs. They also offer financial planning and consulting services, potentially for an additional fee. Clients participate in a wrap-fee program with Pershing.
2820 Dallas Parkway, Plano, TX, 75093