National Retirement Plan Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
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 location
National Retirement Plan Services, Inc.
4532 W. Kennedy Blvd, Suite 281
Tampa FL 33609, United States
Number of offices
1
Most active in
National Retirement Plan Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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