RETIREMENT PLAN ADVISORS, LLC

29 E. Madison St.
Suite 500
Chicago, Illinois 60602-3205
Tel: 312-701-1100

About RETIREMENT PLAN ADVISORS, LLC

RETIREMENT PLAN ADVISORS, LLC, formally registered with the SEC as RETIREMENT PLAN ADVISORS, LLC. The firm was established in 07/14/2004. They have over 27 offices throughout the country.

RETIREMENT PLAN ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,472,433,912 assets under management, offering retirement planning & investment advisory services to 7669 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122758
SEC#	801-63261
Assets Managed by Firm	$1,472,433,912
No. of Clients	7669
No. of Advisors	45

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7669	$1,472,433,912
Individuals (other than high net worth individuals)	6018	$291,750,035
High net worth individuals	33	$52,923,813

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