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- Custodian
- Empower ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2022
- Office Locations
- 1
Office Locations
About Retirement Plans, LLC
Retirement Plans, LLC is an independent Auburn, AL RIA led by founder Hense Ellis. The firm provides fiduciary, personalized retirement and financial planning with lower-risk portfolio construction focused on income needs, taxes, inflation and healthcare risks. Ellis brings 40+ years investing experience and a former Assistant Attorney General background, and emphasizes objective advice without commissions from client accounts. Custody includes Interactive Brokers and Empower.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
HENSE REYNOLDS ELLIS II
FOUNDER, Managing Member
- CRD
- #6301643
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,700,000 | -- |
| Total | $1,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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