Retirement Planners of America is an SEC registered investment adviser organized as a corporation with a primary office location in Plano, TX. Its latest Form ADV filing, dated April 20, 2026, reports $3.6B in regulatory assets under management, 126 employees, 11 offices, and 13,358 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.7% of total clients.
Top client categories% of clientsClients
1
Individuals
79.7%
4,509
2
HNWI
19.7%
1,116
3
Corporations
0.6%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of April 20, 2026
Discretionary99.1%
$3.6B
99% of total RAUM99.1%
Non-discretionary0.9%
$31M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.6B
Total Accounts13,358
10Y AUM Change+$156M (+4.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees126
Clients per Employee45:1
10Y Employee Change+43 (+51.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.