RETIREMENT PLAN ADVISORS, LLC

CRD 122758 · SEC 801-63261

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29 E. MADISON ST., SUITE 500, CHICAGO, IL, 60602-3205, United States

Phone

312-701-1100

Fax

312-701-1105

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.54B

Discretionary AUM

$3.54B

Team

47 total employees; 47 advisory reps; 25 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	7994	$635.1M
High net worth individuals	103	$162.7M
Pooled investment vehicles	1758	$105.8M
State/municipal entities	176	$2.64B

States served

VT, AL, AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MS, NE, NJ, NY, NC, ND, OH, OK, PA, TN, UT, VA, WI, VI, MO, TX, NH, CT, FL

All web addresses on file

HTTP://WWW.RETIREMENTPLANADVISORS.COM

Official SEC filing: View on IAPD