A complete list of active advisors currently associated with Retirement Planners of America
Warmer can help you find a great advisor at Retirement Planners of America or one who fits your needs even better.
Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), retirement plan sponsors and participants, and institutions. The firm manages multi-billion-dollar client assets through a wrap-fee program and also advises certain held-away retirement and annuity accounts on a non-wrap basis through third‑party platforms. The firm follows an “Invest and Protect” approach that combines model portfolio allocations with tactical moves driven in part by a 200‑day moving‑average signal and other market indicators. That approach is explicitly defensive: the adviser may shift assets into cash or cash equivalents to preserve capital, maintains a minimum cash position in client accounts, and retains broad discretionary authority to trade in response to perceived market risk. Compared with many multi‑team advisers, RPOA does not offer fixed‑fee arrangements and instead uses asset‑based tiered or flat advisory fees, and it implements custody‑specific fund lineups (BNY‑sponsored funds for one custodian and Fidelity funds for another), which can make custody decisions materially consequential. The firm also discloses several custody‑related conflicts of interest and transition support from a custodian, requires its advisory representatives to be licensed insurance agents with affiliated insurance and tax entities available for referrals, and operates a small‑account program with custodian‑specific eligibility—features that distinguish it from many peers.
To learn more about the advisors currently working at Retirement Planners of America, 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.
You can also browse Retirement Planners of America's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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