Soar Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,000,000
Clients
97
Advisors
3
across 3 offices
About
Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory, financial planning, and retirement-plan consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses, and qualified retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, fee‑based financial planning, and can serve as an ERISA 3(21) and/or 3(38) fiduciary for employer plans.
Portfolios are customized using ETFs, individual equities, government and corporate bonds, mutual funds and, where appropriate, options or alternative investments, with a generally long‑term focus while allowing shorter‑term trades for rebalancing or tactical needs. The firm may appoint sub‑advisors and third‑party managers — including a documented relationship with Mariner Wealth Advisors — and acts as liaison to TPMs, receiving and disclosing ongoing portions of TPM fees when applicable.
Noteworthy differences from many peers include operating from five offices and an ownership relationship with a local CPA firm that can provide bookkeeping, payroll and tax services to clients; both arrangements are disclosed as potential sources of conflicts of interest. The firm’s principals also engage in other business activities (insurance sales, business brokering, lead generation and real‑estate development), and those affiliations and related conflict‑management policies are described in the firm’s disclosures and Code of Ethics.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $3,000; ongoing financial consulting fees up to $12,000 annually.
$0 - $25,000: 2.00% annually $25,001 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.00% annually
Advisor representatives are registered representatives of a broker-dealer and may earn commissions on securities and insurance products.
Main office
See office2602 Merchants Walk, Suite A
Murfreesboro TN 37128
Advisors at this office
1
Offices (3)
Most active in
Florida · Georgia · Kentucky · Louisiana · Maryland · Tennessee · Texas
Also doing business as
J Martin Financial Services · Retirement Plan Advisors · Retirement Plan Advisors LLC · Soar Financial LLC · Soar Investing & Taxes · Soar Investing & Taxes LLC · Soar Wealth Management
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
Quick links
Advisors at this firm
James B
Series 65, Series 66
Knoxville, TN
Soar Financial LLC
James Blevins is a financial advisor at Soar Financial LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Summit Financial, Inc. and B and T Developments LLP. Outside of advising, Blevins is a Certified Public Accountant and owner of Summit Accounting Services, offering accounting and tax services in Knoxville, TN. Soar Financial LLC provides investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with ETFs, equities, bonds, mutual funds, and alternative investments, and offers both discretionary and non-discretionary management while also serving as an ERISA fiduciary for employer plans.
Bancy P
Series 65
Alpharetta, GA
Soar Financial LLC
Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.
Benjamin D
Series 63, Series 65
Murfreesboro, TN
Soar Financial LLC
Benjamin DeFoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His background includes multiple roles in investment advisory, tax services, and real estate development, as well as ownership in businesses such as Lead Wizards LLC and Nashville CPA LLC. He is also involved in non-investment-related ventures including business development and real estate partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory, financial planning, and retirement-plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolio management using a range of asset classes and serves as a fiduciary for employer plans, with additional services including tax and payroll assistance through its ownership interest in a local CPA firm.
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