Evan Fricks is a financial advisor at MasterPlan Retirement Consultants with two years of industry experience. He holds a Series 65 designation and has worked at MasterPlan Retirement Consultants since 2018. Outside of advisory services, he is an insurance agent with Fricks and Associates, Inc. MasterPlan Retirement Consultants provides discretionary asset management, financial planning, and retirement-plan advisory services, often utilizing third-party managers and sub-advisors to implement client investment strategies.

Mark Fricks is a financial advisor with MasterPlan Retirement Consultants in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at Gradient Investments, LLC and Masterplan Tax Services, Inc., and has operated Fricks and Associates, Inc. since 2010. Outside of advisory services, he is involved in fixed insurance and precious metals sales. MasterPlan Retirement Consultants provides discretionary asset management, financial planning, and retirement-plan advisory services, including acting as a limited-scope ERISA 3(21) fiduciary. The firm employs tactical and strategic asset allocation and coordinates with third-party managers and sub-advisors to implement client investment programs while maintaining oversight.