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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2011
- Office Locations
- 14
Office Locations
About Retirement Planners OF America
Retirement Planners of America is a fiduciary, retirement-focused advisory firm serving pre-retirees and retirees with 401(k) diversification, Social Security and Medicare decisions, insurance, estate and income tax planning, and cashflow planning. The firm uses its Invest and Protect strategy to pursue growth while emphasizing principal protection and disciplined risk. Founder/CEO Ken Moraif leads the practice.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ROBERT FRYE
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
STEPHEN BRASSIL LUBY
Advisor, CHIEF REVENUE OFFICER
- CRD
- #5691249
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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KARLI RAE BRADLEY
Advisor
- CRD
- #5882146
Jacqelyn Brian
Advisor
- CRD
- #7765272
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,558,025,019 | $267,964 |
| Non-Discretionary | $30,645,098 | $383,064 |
| Total | $3,588,670,117 | $268,653 |
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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 |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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