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RETIREMENT PLAN FIDUCIARIES, LLC
CRD 161137 · SEC 801-107541
TX, United States
Phone
512-394-6596
Fax
512-562-2447
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.3M
Discretionary AUM
$193.3M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.1M |
| High net worth individuals | 16 | $29.2M |
| Pension/profit sharing plans | 18 | $141.3M |
| State/municipal entities | 2 | $17.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD