Retirement Advisors, Inc.
Mobile, Alabama
Fee-only
Retirement Advisors, Inc. at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 185 individual clients, 82 of them high net worth.
- Its average account is about $395,000 (assets it manages divided by its 404 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Mobile, Alabama |
|---|---|
| Website | plantoretire.com |
| [email protected] | |
| Phone | (251) 344-0707 |
Questions about Retirement Advisors, Inc.
How is Retirement Advisors, Inc. paid?
Retirement Advisors, Inc.'s Form ADV says it is paid by: percentage of assets.
How many advisors does Retirement Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Retirement Advisors, Inc..
What is the average account at Retirement Advisors, Inc.?
Retirement Advisors, Inc.'s average account is about $395,000. That's the assets on its Form ADV divided by its 404 accounts.
Retirement Advisors, Inc. fees
Retirement Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $160 million |
| Individual clients | 103 |
| High-net-worth clients | 82 |
| Accounts managed | 404 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-112649) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 122122 |