Retirement Planners of America
Plano, TX·SEC-registered · CRD #157222
Retirement Planners of America is an SEC-registered investment advisory firm in Plano, TX managing $3.6B across 13k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.6B
Client accounts
13k
Advisory staff
26
Fee model
Fee-only
How Retirement Planners of America is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Retirement Planners of America
How much does Retirement Planners of America manage?
Per its most recent SEC Form ADV filing (04/20/2026), Retirement Planners of America reports $3.6B in regulatory assets under management across roughly 13k client accounts.
How does Retirement Planners of America charge?
Retirement Planners of America is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Retirement Planners of America a fiduciary?
Yes. Retirement Planners of America is registered with the U.S. Securities and Exchange Commission (CRD #157222), 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 Planners of America 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 Planners of America and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Plano, TX
Profile compiled from Retirement Planners of America's public SEC Form ADV filing (CRD #157222, filed 04/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Retirement Planners of America. 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 Planners of America? Claim this profile.