National Retirement Planning Experts

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Retirement Planners of America

1120 South Dobson Road Suite 205

Chandler, AZ 85286
(855) 2157172

The path to financial peace of mind

About Retirement Planners of America

About Retirement Planners of America: Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA's financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information call 800-994-0302.

General Information

Firm Start Year

2011

CRD#

157222

Firm CRD#

157222

States Licensed in

TX, AZ, CA and OK

I work with the following types of clients

Individual Investors

Services

Investment Types

Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, Via phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets