Wealth Management
SEC RegisteredOffering Retirement Plans to Educators Nationwide
About the firm
Retirement Plan Consultants provides retirement solutions designed to assist participants on their way to retirement, supported by specialists with experience in plan administration and management. They offer services to plan participants, plan sponsors, and financial advisors, including custom plan design, complete setup and conversion, and hands-on services for plan operation and administration.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement plan administration and management, custom plan design, complete setup and conversion, and hands-on services for plan operation and administration
Who they serve
Educators nationwide, plan participants, plan sponsors, and financial advisors
Leadership
Office locations
Advisors at this firm
47 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $199,999 | 1.75% |
| $200,000 to $499,999 | 1.50% |
| $500,000 to $999,999 | 1.25% |
| $1,000,000 to $1,999,999 | 1.00% |
| $2,000,000 to $2,999,999 | 0.90% |
| $3,000,000 to $3,999,999 | 0.80% |
| $4,000,000 to $4,999,999 | 0.70% |
| $5,000,000 or more | 0.50% |
Data as of August 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealth Management 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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