Asset Strategy Retirement Plan Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$111,232,890
Clients
237
Advisors
4
of 5 employees
About
Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals (including high‑net‑worth clients) and to retirement plans such as defined benefit plans, 401(k)s and profit‑sharing plans. Its plan services include ERISA consulting, drafting investment policy statements, assisting trustees with manager selection and monitoring, limited participant education, and preparation of Form 5500.
The firm’s investment approach emphasizes long‑term, buy‑and‑hold strategies and diversified asset allocation across mutual funds, ETFs, equities and fixed income, using fundamental analysis and comparisons to capital market and peer indices. Investment management is primarily non‑discretionary: ASRPC typically delivers recommendations to trustees and clients rather than exercising routine trading discretion, and its individual management uses no‑load mutual funds, government securities and bonds.
What is noteworthy is the firm’s substantial advisory role for participant‑directed retirement plans and the concentration of assets it advises versus those it manages directly — the brochure reports $112,054,565 in non‑discretionary assets and $541,733,381 in participant‑directed assets under advisement versus $4,334,581 in discretionary AUM. The firm also discloses affiliations with other advisory entities, an arrangement with a third party for marketing and reporting, and that a representative is a licensed insurance agent, arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$1 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.35% Above $20 million+: 0.30%
Fee-only: Annual fees based on tiered asset levels as specified; fees are negotiable
Main office
3425 Simpson Ferry Rd, Suite 204
Camp Hill PA 17011
Advisors at this office
4
Most active in
Florida · Maryland · New Hampshire · Pennsylvania · Texas
Also doing business as
Asset Strategy Retirement Plan Consultants, LLC · Name 200
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stacy H
CFP®, Series 66
Camp Hill, PA
Asset Strategy Retirement Plan Consultants, LLC
Stacy Heistand is a CFP® with 23 years of experience in the financial services industry. She has worked at Asset Strategy Retirement Plan Consultants, LLC since 2009 and previously held positions at Asset Strategy Consultants, LLC, Asset Strategy Advisors, LLC, Cetera Wealth Services, LLC, and Invesmart Advisors Inc. Heistand serves as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, focusing on long-term, buy-and-hold strategies and diversified asset allocation. The firm primarily offers non-discretionary investment management and specializes in advising participant-directed retirement plans.
Keaton M
Series 65
Camp Hill, PA
Asset Strategy Retirement Plan Consultants, LLC
Keaton Macut is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants, LLC since 2018 and previously spent seven years at USI Insurance Services. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, including defined benefit, 401(k), and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies and diversified asset allocation, primarily offering non-discretionary investment management and recommendations to trustees and clients.
William W
Series 65
Camp Hill, PA
Asset Strategy Retirement Plan Consultants, LLC
William Wright is a Series 65-licensed financial advisor with 11 years of experience. He has worked at Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants, LLC since 2015 and has been self-employed since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and retirement plans such as defined benefit plans, 401(k)s, and profit-sharing plans. The firm focuses on long-term, buy-and-hold strategies with diversified asset allocation and primarily offers non-discretionary investment management.
Clark F
Camp Hill, PA
Asset Strategy Retirement Plan Consultants, LLC
Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC and holds 22 years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants since 2008 and was previously associated with Charles River Retirement Consultants, Inc. and Invesmart Advisors Inc. He is also a licensed insurance agent and occasionally offers insurance products to clients. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm emphasizes long-term, buy-and-hold strategies with diversified asset allocation and primarily delivers non-discretionary investment recommendations to trustees and clients.
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