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RETIREMENT PLANS, INC.

Tel: 614-339-1910
124 Dorchester Square
Suite B
Westerville, Ohio  43081

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RETIREMENT PLANS, INC.

RETIREMENT PLANS, INC. is a Westerville, Ohio based financial advisory firm with nearly $247,867,287 in assets under management and provides investment advisory services for 268 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

286214

SEC#:

801-123069

No. of Clients:

268

Assets under Management

$247,867,287

No. of Advisors:

6

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