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MASTERPLAN RETIREMENT CONSULTANTS
MASTERPLAN RETIREMENT CONSULTANTS, INC.
CRD 171497
410 VILLA RICA WAY SW, SUITE 100, MARIETTA, GA, 30064, United States
Phone
770-980-9262
Fax
678-952-8124
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 2 advisory reps; 290 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees; REFERRAL FEES/PENSION CONSULTING FEES FEES
Org form
Other (specify)
Filing date
2026-06-17
Disciplinary history
Yes
Services
Financial planningPension consultingSelection of other advisers
All web addresses on file
- https://podcasts.apple.com/us/podcast/retirement-roadmap/id1722148775
- HTTPS://SOUNDCLOUD.COM/MARK-B-FRICKS
- https://www.facebook.com/masterplanretire
- HTTPS://PLUS.GOOGLE.COM/+MASTERPLANRETIREMENTCONSULTANTSMARIETTA/ABOUT
- https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMjA0Mjk3LnJzcw==
- https://web.cobbchamber.org/Financial-Planning-Investments/MasterPlan-Retirement-Consultants-23507
- https://open.spotify.com/show/1fbfX8SSheZFAE0dEaKS8o?si=c332e3418ea54d88&nd=1&dlsi=dd2446fce8134171
- https://www.instagram.com/masterplanretire/
- https://www.youtube.com/channel/UCSNoKtm9ojePe5zQbkbVBlg
- https://www.linkedin.com/company/masterplan-retirement-consultants/
- HTTP://MASTERPLANRETIRE.COM
- https://music.amazon.com/podcasts/d111387a-ebeb-4d39-b467-a561a8bca0a1/retirement-roadmap?refMarker=null
- https://radio.financiallytuned.com/mark-fricks
- https://itunes.apple.com/us/podcast/retirement-roadmap-radio/id1445712356?mt=2
- https://open.spotify.com/show/7AKwci1ZvYMM0ExKMe23hd?si=Mx9P4GWjRhCmLFVcexEqQg
- HTTP://MARKBFRICKS.COM
- HTTPS://WWW.LINKEDIN.COM/PULSE/ACTIVITIES/MARK-B-FRICS=0_3DSKRLXJLU3HP77-LGAPIN?TRK=NAV_RESPONSIVE_SUB_NAV_YOURUPDATES
- HTTPS://WWW.FACEBOOK.COM/PAGES/MASTERPLAN-RETIREMENT-COSUNTANTS/258628547544902
- HTTPS://VIMEO.COM/USER33688423
- https://www.facebook.com/masterplanretirement
- HTTP://WWW.CHRISTIANSINBUSINESS.COM/BUSINESS/22626/MASTERPLAN-RETIREMENT-CONSULTANTS---MARK-FRICKS
- https://masterplan.ticketleap.com/
Official SEC filing: View on IAPD