Prp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,522,105
Clients
3
Advisors
1
of 1 employees
About
PRP provides investment management and retirement-plan consulting to individuals, trusts, small businesses and qualified retirement plans. Its advisory services include developing written investment policy statements, participant education, plan document design, actuarial valuations, DOL Form 5500 preparation, and coordination with recordkeeping/TPA providers.
The firm’s investment advice is grounded in Modern Portfolio Theory and emphasizes long-term, asset-class exposures implemented primarily through passive mutual funds, with a stated preference for Dimensional Fund Advisors’ institutional funds and the use of model portfolios. PRP uses portfolio allocation software to evaluate alternatives, offers discretionary and nondiscretionary management, and conducts periodic account reviews with an annual rebalancing process.
A notable aspect of PRP relative to many independent advisers is the integration of formal actuarial and pension-consulting services alongside investment management; the brochure identifies actuarial valuations and plan design as core services and indicates the firm’s principal is an enrolled actuary who performs actuarial work in the industry. The firm also describes an ERISA-style participant advisory program delivered through bundled retirement platforms and routinely works with institutional-grade fund menus and recordkeepers, reflecting a focus on plan-level and institutional solutions that is less common among peers of similar size.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000+: Negotiable
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee
Main office
10777 Northwest Freeway, Suite 440
Houston TX 77092
Advisors at this office
1
Texas
Also doing business as
Professional Retirement Planning Inc. · Professional Retirement Planning L.P. · Prp
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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