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Retirement Planners OF America

Headquartered in PLANO, TX

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Firm Information

Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.

Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (20)

RETIREMENT PLANNERS OF AMERICA has a total of 20 branch locations across the country.
location

Ft. Worth, TX

location

THE WOODLANDS, TX

location

Byron, MN

location

Scottsdale, AZ

location

HOUSTON, TX

location

OKLAHOMA CITY, OK

location

PLANO, TX

location

Pasadena, CA

location

Plano, TX

location

Houston, TX

location

St. George, UT

location

Irvine, CA

location

AUSTIN, TX

location

Fort Worth, TX

location

RANCHO MIRAGE, CA

location

El Segundo, CA

location

ASPEN, CO

location

Peoria, AZ

location

IRVINE, CA

location

Chandler, AZ

Advisors at Retirement Planners OF America

View All 39 Advisors
Unclaimed
Douglas Randal Williams

RA

HOUSTON, TX

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Unclaimed
Paul Andrew Hofland

RA

PLANO, TX

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Unclaimed
Christopher Robert Sall

RA

PLANO, TX

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Unclaimed
Natalie Lynn Chandler

CFP®, RA

PLANO, TX

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Unclaimed
David Austin Mott

RA

PLANO, TX

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Unclaimed
Jeffrey Elliott

RA

PLANO, TX

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Unclaimed
Cody Dylan Dyer

RA

PLANO, TX

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Unclaimed
Joel Edward Lenzini

RA

PLANO, TX

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Disclosures

There are no public disclosures for Retirement Planners OF America.

Frequently Asked Questions (8)

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