Rtd Financial Advisors Inc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 837
- Avg AUM / client
- $3.3M
- Accounts
- 3,093
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 225 | $64.6M | 2.37% |
| High net worth individuals | 494 | $1.7B | 62.9% |
| Pension and profit sharing plans | 53 | $811M | 29.8% |
| Charitable organizations | 2 | $9.2M | 0.34% |
| Corporations and other businesses | 63 | $126M | 4.62% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pediatric Affiliates, P.A. 401(k) Plan Pediatric Affiliates, P.A. | 2024 | |
| Pcp/Ahp/Abs 401(k) Profit Sharing Plan Primary Care Partners, Llc | 2024 | |
| Advocare, Llc 401(k) Profit Sharing Plan Advocare, Llc | 2024 | |
| Agh 401(k) Plan Arbre Group Holding Corporation | 2024 | |
| Packaging Matters, Llc 401(k) Plan Packaging Matters, Llc | 2024 | |
| Walters Management Company, Inc. 401(k) Plan Walters Management Company, Inc. | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Alan Weiand | Chairman & Chief Executive Officer | CFP | Aug 1991 (35y) | 10% – 25% |
| Marc Charles Labadie | Executive Vice President | CFP | Apr 2006 (20y) | 10% – 25% |
| Richard John Durso | Chief Financial Officer | CFP | Mar 2009 (17y) | 10% – 25% |
| Christopher None Vassallo | Vice President Of Client Development | CFP | Oct 2012 (14y) | 5% – 10% |
| Rachel Fieweger Moran | Vice President Of Personal Wealth Management | Nov 2013 (13y) | 5% – 10% | |
| Mitchell Jeffrey Metz | Senior Vice President | CFP | Mar 2016 (10y) | 10% – 25% |
| Gregory John Young | Chief Investment Officer | Apr 2016 (10y) | Less than 5% | |
| Davies, Elizabeth, Ann | President | Mar 2017 (9y) | Less than 5% | |
| William George Love | Senior Financial Planner | CFP | Oct 2018 (8y) | Less than 5% |
| Nicole Marie Offerman | Vice President Of Employer Retirement Plan Services | Oct 2018 (8y) | Less than 5% | |
| Man Hyung Hahn | Director Of Tax Planning/Shareholder; | CFP | Aug 2020 (6y) | Less than 5% |
| Cremi, Kevin, John | Chief Compliance Officer/Director Of Operations | Jul 2022 (4y) | Less than 5% | |
| Irene Susan Giman | Registered representative | CFP CFA | Apr 2016 (10y) | |
| Garret James Desjardins | Registered representative | CFP | Apr 2021 (5y) | |
| Brent Jacob Zacok | Registered representative | CFP | May 2021 (5y) | |
| Molly Wentz Baker | Registered representative | CFP | Jan 2023 (4y) | |
| Stephen Frederick Horstmann | Registered representative | CFP | Jul 2024 (2y) | |
| Jacob William Carroll | Registered representative | Oct 2025 (1y) | ||
| Lillia Smith | Registered representative | CFP | Oct 2025 (1y) | |
| Maxine Dara Shevlin | Registered representative | CFP | Oct 2025 (1y) | |
| Zachary Robert Merring | Registered representative | CFP | Oct 2025 (1y) | |
| Gavin Llewellyn Maurer | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pediatric Affiliates, P.A. 401(k) Plan | Pediatric Affiliates, P.A. | 160 | $23.1M | 08/01/2024 |
| Pcp/Ahp/Abs 401(k) Profit Sharing Plan | Primary Care Partners, Llc | 439 | $45.1M | 01/01/2024 |
| Advocare, Llc 401(k) Profit Sharing Plan | Advocare, Llc | 2,721 | $419M | 01/01/2024 |
| Agh 401(k) Plan | Arbre Group Holding Corporation | 98 | $4.5M | 01/01/2024 |
| Packaging Matters, Llc 401(k) Plan | Packaging Matters, Llc | 457 | $10.4M | 01/01/2024 |
| Walters Management Company, Inc. 401(k) Plan | Walters Management Company, Inc. | 111 | $12.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (67% of AUM) Feb 2026
- John Hancock Investment Management Distributors Llc $500M (18% of AUM) Feb 2026
- John Hancock Distributors Llc $288M (15% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗