# Stephen Haidt

> Stephen Haidt is a fee-only financial advisor at Retirement Advisors, Inc. in Mobile, Alabama, who holds the BS, CFP and CPWA credentials. Retirement Advisors, Inc. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-haidt/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Retirement Advisors, Inc.
- **Based in:** Mobile, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $159.6M across 404 accounts
- **Credentials:** BS, CFP, CPWA
- **CRD:** 1484387 (https://adviserinfo.sec.gov/individual/summary/1484387)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 63 (1986), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://plantoretire.com

## Frequently asked questions

### Is Stephen Haidt a fee-only financial advisor?

Yes. Stephen Haidt is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.

### How does Stephen charge for financial advice?

Stephen's firm, Retirement Advisors, Inc., reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Haidt based?

Stephen Haidt is based in Mobile, Alabama.

### What credentials does Stephen Haidt hold?

Stephen Haidt holds the BS, CFP and CPWA credentials.

### Is Stephen Haidt registered with the SEC?

Yes. Stephen Haidt is registered as an investment adviser representative in AL and TX (CRD 1484387), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Retirement Advisors, Inc. manage?

Retirement Advisors, Inc. reports $159.6M across 404 accounts in assets under management.

### How do I contact Stephen Haidt?

Through Stephen's website, plantoretire.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1439): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://plantoretire.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.