Retirement Plan Fiduciaries, LLC

Assets Under Management

$179.3M

Number of Clients

50

Number of Advisors

2

Average Client AUM

$3.6M

AUM per Advisor

$89.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Retirement Plan Fiduciaries, LLC (RPF) offers financial planning and investment management services to individuals, creating customized portfolios. For 401(k) plans, RPF provides investment and non-investment consulting, advising plan sponsors on investments and service provider relationships. The firm manages discretionary assets and tailors investments based on client information.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

TX, United States

2 Advisors at this firm

Retirement Plan Fiduciaries, Llc | TrueAdvisor