# RETIREMENT PLAN ADVISORS, LLC

RETIREMENT PLAN ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 122758
- Type: SEC-registered investment adviser
- SEC file number: 801-63261
- Location: 29 E. MADISON ST., SUITE 500, CHICAGO, IL, 60602-3205
- Phone: 312-701-1100
- Latest filing: 2026-07-30
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.5B
- Clients: 47
- Accounts: 10,031

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Fischel Schwartz | CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER (+1 more) | — |
| Matthew Frank | CHIEF COMPLIANCE OFFICER | — |
| Taylor John Kistner | CHIEF INVESTMENT OFFICER | — |
| MCGRATH CHRISTOPHER JOSEPH | CHIEF OPERATIONS OFFICER; PRESIDENT | — |
| SCHWARTZ JOSHUA FISCHEL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+4 more) | — |
| O'CONNOR JAMES THOMAS | CHIEF FINANCIAL OFFICER; SECRETARY | — |
| MORPER JAMES SCOTT | CHIEF COMPLIANCE OFFICER | — |
| DELFS MARK H | CHIEF INVESTMENT OFFICER | — |
| KEMPKER VERNON JUDE | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |
| ROBBINS KIP BARRY | CHIEF INVESTMENT OFFICER | — |
| STROPE JAMIE LYNN | CHIEF FINANCIAL OFFICER | — |
| FRANK MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| KISTNER TAYLOR JOHN | CHIEF INVESTMENT OFFICER | — |


## Branch offices (31)

_Showing 15 of 31 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| FRISCO | TX | 5 | 214-694-2239 |
| ST. PETERS | MO | 4 | 636-278-5457 |
| JEFFERSON CITY | MO | 4 | 573-659-4443 |
| JANESVILLE | WI | 3 | 608-531-0190 |
| — | — | 1 | 6147569292 |
| WESLEY CHAPEL | FL | 1 | 813-205-6285 |
| — | — | 1 | 561-677-0616 |
| FRANKFORT | IL | 1 | 815-806-7269 |
| — | — | 1 | (267) 247-5474 |
| — | — | 1 | (708) 478-7570 |
| — | — | 1 | 2486409801 |
| — | — | 1 | (248) 982-4203 |
| — | — | 1 | (248) 347-4563 |
| — | — | 1 | 3162105049 |
| — | — | 1 | (616) 647-9932 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122758/similar
- Related entities: https://search.stillhousedata.com/firm/122758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.