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- Custodian
- ADP · Charles Schwab & Company · Empower · MID Atlantic · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-29-2012
- Office Locations
- 1
Office Locations
About Retirement Plan Fiduciaries, LLC
RPF Advisors (Retirement Plan Fiduciaries, LLC) is an independent, Austin-based fiduciary RIA providing financial planning and ongoing investment management for individuals and families nationwide. The firm emphasizes a structured, goals-based process with regular reviews and accountability, incorporating tax, estate, and insurance documents into planning. Boutique, family-run practice focused on disciplined portfolio construction and long-term client relationships across generations.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS CARSON CARTER JR.
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4225405
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBYN NICOLE TURNER
Insurance Agent
- CRD
- #6451661
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,307,067 | $3,790,335 |
| Non-Discretionary | $0 | -- |
| Total | $193,307,067 | $3,790,335 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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