Thomas Carter
Retirement Plan Fiduciaries · Austin, Texas
Thomas Carter is a fee-only financial advisor at Retirement Plan Fiduciaries in Austin, Texas. Thomas focuses on retirement planning and tax planning. Retirement Plan Fiduciaries reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Retirement Plan Fiduciaries |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $193.3M across 51 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4225405 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rpftx.com |
How Thomas's firm compares
- Retirement Plan Fiduciaries's average account is about $3.8 million, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Thomas
Is Thomas Carter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Retirement Plan Fiduciaries reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Retirement Plan Fiduciaries, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Carter based?
Thomas Carter is based in Austin, Texas.
What does Thomas specialize in?
Thomas's specialties include retirement planning and tax planning.
Is Thomas Carter registered with the SEC?
Yes. Thomas Carter is registered as an investment adviser representative in TX (CRD 4225405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Plan Fiduciaries manage?
Retirement Plan Fiduciaries reports $193.3M across 51 accounts in assets under management.
How do I contact Thomas Carter?
Through Thomas's website, www.rpftx.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Retirement Plan Fiduciaries website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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