Retirement Planners Of America

Firm record

As recorded in SEC IAPD

Firm CRD

157222

SEC number

801-72262

Firm type

RIA

Assets under management

$3.6B as of Apr 20, 2026

Website

www.moneymatters.net ↗

Phone

469-246-3600

Address

2820 Dallas Parkway, Plano, TX, 75093

Advisors at this firm

35 in our index · page 1 of 1

• Karli Rae BradleyCRD 5882146 · Peoria, AZ
  IA RegisteredRegistration inactive
• Jacqelyn BrianCRD 7765272 · Plano, TX
  IA Registered
• John Anthony BroderickCRD 6454586 · Chandler, AZ
  IA RegisteredRegistration inactive
• John F CartyCRD 6557142 · St. George, UT
  IA Registered
• Natalie Lynn ChandlerCRD 4547547 · Plano, TX
  IA Registered
• Donald James ClementsCRD 6539979 · St. George, UT
  IA Registered
• Mark Evan CloptonCRD 4704531 · Oklahoma City, OK
  IA Registered
• Lesa Lynne CollinsCRD 5062345 · Plano, TX
  IA RegisteredRegistration inactive
• Benjamin Joshua DethlefsCRD 6428102 · Plano, TX
  IA RegisteredRegistration inactive
• Charles Douglas DyerCRD 2753350 · Plano, TX
  IA Registered
• Joanna DossmanCRD 4743768 · Plano, TX
  IA RegisteredRegistration inactive
• Cody Dylan DyerCRD 6769457 · Plano, TX
  IA RegisteredRegistration inactive
• Erik Alan EklofCRD 4184022 · Plano, TX
  IA RegisteredRegistration inactive
• Thomas Hunter HealyCRD 6161492 · Plano, TX
  IA RegisteredRegistration inactive
• Max JaffeCRD 5607059 · Plano, TX
  IA Registered
• Clifford Tungen KwanCRD 4482210 · Pasadena, CA
  IA Registered
• Matthew Scott KlotscheCRD 7676417 · Plano, TX
  IA Registered
• Joel Edward LenziniCRD 4802149 · El Segundo, CA
  IA Registered
• Nicholas Antonio LopezCRD 6681813 · Plano, TX
  IA RegisteredRegistration inactive
• Stephen Brassil LubyCRD 5691249 · Plano, TX
  IA RegisteredRegistration inactive
• Michael Joseph LutzCRD 6232858 · Ft. Worth, TX
  IA RegisteredRegistration inactive
• Paul Eric LeemanCRD 6859899 · Plano, TX
  IA Registered
• Patsy Ralph MandolaCRD 2508190 · Houston, TX
  IA Registered
• Daniel Jad McguireCRD 6289971 · Plano, TX
  IA Registered
• Kenneth Alfred MoraifCRD 1934643 · Plano, TX
  IA Registered
  Disclosure event(s) on record
• Benjamin Stephen NewportCRD 6144569 · Fort Worth, TX
  IA Registered
• Gwendolyn Mary NaleCRD 7599639 · Plano, TX
  IA Registered
• Thomas Henderson PaceCRD 2960216 · Austin, TX
  IA Registered
• Patric Lin PiantedosiCRD 5475688 · Irvine, CA
  IA Registered
• Jordan Michael RoachCRD 6138878 · Plano, TX
  IA RegisteredRegistration inactive
• Trevor Ray StaubachCRD 7977693 · Plano, TX
  IA Registered
• Shawn Richard StoneCRD 5701788 · Plano, TX
  IA Registered
• Robert TunnellCRD 4854822 · Fort Worth, TX
  IA Registered
• Mark Brandon WardCRD 6543888 · St. George, UT
  IA Registered
• Douglas Randal WilliamsCRD 3156120 · Houston, TX
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.