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RETIREMENT PLAN ADVISORS LTD
CRD 158882
9467 MONTGOMERY ROAD, CINCINNATI, OH, 45242, United States
Phone
513-834-9383
Fax
866-429-7376
Registration
— (—)
Source
State registered
Total AUM
$48.0M
Discretionary AUM
$48.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $25.7M |
| High net worth individuals | 14 | $22.2M |
All web addresses on file
Official SEC filing: View on IAPD