CRD: 158882
Retirement Plan Advisors LTD
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
About Retirement Plan Advisors LTD
Retirement Plan Advisors Ltd is a Cincinnati-based fiduciary RIA focused on retirement planning for individuals/families and small businesses, helping clients set up and manage personal and corporate retirement plans. The firm pairs planning guidance with portfolio construction (primarily mutual funds and ETFs) and supports clients with an education-first “frequently unasked questions” resource, using tools like TD Ameritrade and MoneyGuidePro.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY CHRISTOPHER KIPPINS
Chief Compliance Officer, Managing Member
- CRD
- #2424951
- Ownership
- 75% or more
LAUREN ELIZABETH MORRIS
Investment Advisor Representative, Managing Member
- CRD
- #5969273
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,957,666 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,957,666 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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