Retirement Plan Fiduciaries, LLC
Assets Under Management
$179.3M
Number of Clients
50
Number of Advisors
2
Average Client AUM
$3.6M
AUM per Advisor
$89.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Retirement Plan Fiduciaries, LLC (RPF) offers financial planning and investment management services to individuals, creating customized portfolios based on client risk tolerance and financial goals. For 401(k) plans, RPF provides investment and non-investment consulting, assisting plan sponsors with investment recommendations, service provider relationships, and compliance matters. The firm manages discretionary assets and tailors investments to client needs.
Fee Structure
For individuals, the firm offers several fee options: 1% of assets under management, $5,000/year retainer + 0.3% of assets under management, $2,000/year retainer + 0.5% of assets under management, or $400 per hour. The financial planning fee is included with investment management services; if only a plan is needed, the fee is $400/hour. Fees may be negotiated on a case-by-case basis. Some clients pay a monthly or quarterly retainer for consulting work unrelated to securities.
Areas of Practice
Location
TX, United States