RETIREMENT PLAN ADVISORS LTD

RETIREMENT PLAN ADVISORS LTD of CINCINNATI, OH is an SEC-registered investment adviser (CRD 158882). Regulatory assets under management: $48.0M.

Registration

• CRD: 158882
• Type: Registered investment adviser
• Location: 9467 MONTGOMERY ROAD, CINCINNATI, OH, 45242
• Phone: 513-834-9383
• Latest filing: 2026-03-06
• Regulatory AUM: $48.0M
• Discretionary AUM: $48.0M
• Clients: 2
• Accounts: 174

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158882 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search