Retirement Plan Advisors, LLC
Chicago, IL·SEC-registered · CRD #122758
Retirement Plan Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL managing $3.5B across 10k client accounts, with 47 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.5B
Client accounts
10k
Advisory staff
47
Fee model
Fee-based
How Retirement Plan Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Retirement Plan Advisors, LLC
How much does Retirement Plan Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Retirement Plan Advisors, LLC reports $3.5B in regulatory assets under management across roughly 10k client accounts.
How does Retirement Plan Advisors, LLC charge?
Retirement Plan Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Retirement Plan Advisors, LLC a fiduciary?
Yes. Retirement Plan Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #122758), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Retirement Plan Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Retirement Plan Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from Retirement Plan Advisors, LLC's public SEC Form ADV filing (CRD #122758, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Retirement Plan Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Retirement Plan Advisors, LLC? Claim this profile.