Retirement Plan Advisors Ltd
- Regulatory AUM
- $48.0M
- Discretionary
- $48.0M
- Clients
- 103
- Avg AUM / client
- $466K
- Accounts
- 174
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $25.7M | 53.6% |
| High net worth individuals | 14 | $22.2M | 46.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ohio Valley Residential Services 403 B Plan Ohio Valley Residential Services | 2024 | |
| Contractors Materials Company 401(k) Profit Sharing Plan Contractors Materials Company | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Christopher Kippins | Registered representative | Sep 2011 (15y) | ||
| Lauren Elizabeth Morris | Registered representative | Mar 2014 (12y) |
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ohio Valley Residential Services 403 B Plan | Ohio Valley Residential Services | 159 | $4.1M | 01/01/2024 |
| Contractors Materials Company 401(k) Profit Sharing Plan | Contractors Materials Company | 115 | $27.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.04 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $48.0M (100% of AUM) Mar 2026
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: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗