RETIREMENT PLANNERS OF AMERICA
SEC RegisteredWe Specialize in Retirement Planning
About the firm
Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.92 billion in assets under management and serving over 6,500 households in 48 states (as of 06/30/2024). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. As a Registered Investment Advisor, the firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, Social Security planning, income tax planning, 401(k) diversification, Medicare planning, insurance, estate planning, Retirement Cashflow Plan (RCFP) creation, and risk assessment.
Who they serve
Pre-retirees and retirees, particularly those aged 50 and over, across 48 states.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,509 | $1.6B |
| High Net Worth Individuals | 1,116 | $2.0B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
35 advisors in the directory
Regulatory & compliance
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RETIREMENT PLANNERS OF AMERICA has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.