Frugal Financial Retirement Plan Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mobile, AL. Its latest Form ADV filing, dated March 27, 2026, reports $195M in regulatory assets under management, 4 employees, and 128 accounts.
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
128
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of March 27, 2026
Discretionary100.0%
$195M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$195M
Total Accounts128
10Y AUM Change+$87M (+80.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change+2 (+100.0%)
* 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.