Stephen Haidt
Retirement Advisors, Inc. · Mobile, Alabama
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.
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Facts
| Firm | Retirement Advisors, Inc. |
|---|---|
| Based in | Mobile, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $159.6M across 404 accounts |
| Credentials | BS · CFP · CPWA |
| SEC registration | Investment adviser representative in AL, TX · CRD 1484387 |
| Exams passed | Series 63 (1986) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | plantoretire.com |
How Stephen's firm compares
- Retirement Advisors, Inc.'s average account is about $395,000, from its Form ADV (assets managed divided by 404 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Retirement Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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