National Retirement Plan Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory services and financial planning to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and small businesses. Services described in the brochure include discretionary asset management, financial planning and consulting, and facilitation of third‑party money manager relationships.
Investment programs are tailored to documented client objectives and risk tolerances and implemented on a discretionary basis, with security analysis methods that include fundamental, technical and cyclical analysis. The firm does not custody client assets, performs periodic reviews, and may refer clients to third‑party managers while acting as a liaison and sharing ongoing advisory fees with those managers.
The firm’s principal also practices as a certified public accountant, holds a personal financial specialist credential, and is licensed to offer insurance products, and the brochure discloses affiliations with accounting and insurance entities. Uncommon for peers in this category, the firm offers financial planning on fixed‑fee or hourly terms, arranges selection of other advisers and receives referral fees, and the brochure reports no assets under management and no current client accounts.
Client services
Expertise
Fee options
Financial planning fixed fees up to $2,500 (negotiable)
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$225 per hour
Fee-only: Fixed fees up to $2,500; hourly fees $225/hour
Main office
4532 W. Kennedy Blvd, Suite 281
Tampa FL 33609
Advisors at this office
1
Most active in
Florida
Also doing business as
Fidelity Investments Financial Advisors · National Retirement Plan Services, Inc. · Omni Wealth Management, Inc. · Retirement Wealth Management, Inc. · Suncoast Wealth Management Services
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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