firm profile
Frugal Financial Retirement Plan Services, LLC
Overview
Frugal Financial Retirement Plan Services, LLC is an SEC registered investment adviser based in Mobile, AL, registered since 2015. It reports $195M in assets under management across 128 accounts, with 4 employees. It has 3 investment adviser representatives.
- Reported AUM
- $195M
- Discretionary
- 100%
- Accounts
- 128
- Average account
- $1.5M
- Employees
- 4
- Advisory reps
- 3
- Registered since
- 2015
- Jurisdictions
- 13
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Eric Christopher Droblyen Managing Director CRD 2931863
- Mark Stephen Nicholas Chief Compliance Officer CRD 4584095
Advisory reps 3 of 3
- Eric Christopher Droblyen Investment Adviser Rep CRD 2931863
- John Russell Moody Investment Adviser Rep CRD 6880152
- Lisa Mary Tharp Investment Adviser Rep CRD 3103003
Location
- Headquarters
- 205 N Conception St
Mobile, AL 36603 - County
- Mobile
- Metro area
- Mobile, AL
- Region
- South
Registrations
- SEC registered
- Registered in 13 jurisdictions
Every state, with registration dates
Similar firms near Mobile
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- Williams Financial GroupMobile, AL$355M AUM
- Aull & MonroeMobile, AL$323M AUM
- Wilkins Miller Wealth Management, LLCMobile, AL$257M AUM
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