National Retirement Planning Experts

National Coverage
Local Professionals

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Retirement Planners of America

14050 N 83rd Ave. Suite 290 

Peoria, AZ 85381
(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




Firm CRD#


States Licensed in

TX, AZ, CA and OK

I work with the following types of clients

Individual Investors


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


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


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

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets