A complete list of active advisors currently associated with Retirement Plan Advisors Ltd
Warmer can help you find a great advisor at Retirement Plan Advisors Ltd or one who fits your needs even better.
Retirement Plan Advisors Ltd provides discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, high‑net‑worth individuals, and retirement plan sponsors. Services include preparing individualized Investment Policy Statements, ongoing portfolio supervision, plan design, fund evaluation, fiduciary governance, and participant education. The firm uses fundamental analysis to build client portfolios and employs both long‑ and short‑term trading strategies, including margin transactions, under discretionary authority with at least quarterly account reviews. RPA may refer clients to third‑party money managers and receives fee‑sharing from those advisers; financial planning is typically delivered as a one‑time plan with additional reports available for a fee. A notable feature of the firm is that its principals are also active insurance agents and maintain an affiliation with an insurance business, and they may offer commissionable insurance products to clients—an arrangement the brochure discloses as a potential conflict of interest. The firm also emphasizes pension consulting services (including fiduciary governance/3(21) services) and the use of fee‑sharing with outside managers, which can distinguish its service mix from many peers.
To learn more about the advisors currently working at Retirement Plan Advisors Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 22
| |
Cincinnati, OH
| 12
|
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