Retirement Plan Advisors Ltd

Overview

Retirement Plan Advisors Ltd is a state registered investment adviser based in Montgomery, OH, registered since 2011. It reports $48M in assets under management across 174 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$48M

Discretionary

100%

Accounts

174

Average account

$276K

Employees

2

Advisory reps

2

Registered since

2011

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Anthony Christopher Kippins Managing Member, Chief Compliance Officer CRD 2424951
• Lauren Elizabeth Morris Managing Member CRD 5969273

Advisory reps 2 of 2

• Anthony Christopher Kippins Insurance Agent · Investment Adviser Rep CRD 2424951
• Lauren Elizabeth Morris Investment Adviser Rep CRD 5969273

Location

Headquarters

9467 Montgomery Rd
Montgomery, OH 45242

County

Hamilton

Metro area

Cincinnati, OH-KY-IN

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: retirementplanadvisorsltd.com

Every state, with registration dates

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