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Trevor Martin

RPS Retirement Plan Advisors

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About Trevor Martin

Trevor Martin is an investment advisor representative registered with RPS Retirement Plan Advisors in Austin, Texas. Trevor is also registered as an investment advisor representative in Texas. Trevor has a Series 65 license and a SIE license. Trevor has been in the industry since 2015. Trevor has worked for several firms, including Sutton Family Farms, City of Belleville, Lambert Vet Supply, Creighton University, State of Kansas, Kansas State University, Republic County High School, Keen Wealth Advisors, and Republic County Junior High School. Trevor's firm, RPS Retirement Plan Advisors, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm specializes in providing retirement plan advisory services to individuals and businesses. They provide advisory services to individuals, businesses, and pension and profit-sharing plans. The firm manages over $443 million in assets under management.

Firm Information

Trevor Martin is currently registered with RPS Retirement Plan Advisors. RPS Retirement Plan Advisors is a registered investment adviser based in Austin, Texas. They specialize in providing pension consulting services to clients, including pension and profit sharing plans. The firm currently manages $443,558,282 in assets for 30 clients. They do not offer financial planning or portfolio management services.
RPS Retirement Plan Advisors

9600 NORTH MOPAC

AUSTIN, TX 78759

$443.56M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Trevor Martin’s Registration & Firm History

TX

08/21/2024 - Present

RPS Retirement Plan Advisors (AUSTIN TX)

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Licenses & Designations

IA

Issued 08/21/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Martin.
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