The Retirement Plan Company, LLC is a large advisory firm based in Brentwood. It manages $190.5 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of North Carolina, Ohio, South Carolina, Tennessee, and Texas.
The Retirement Plan Company provides pension consulting services and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Retirement Plan Company, LLC is $190.5 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Retirement Plan Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Kevin Kopra has been acting as President since 1 Dec 2004. The Retirement Plan Company Llc joined the executive team most recently as the Owner.
The principal office where The Retirement Plan Company, LLC performs its advisory services is located at 1620 Westgate Circle, Brentwood, TN 37027 The mailing address of the firm is P.O. Box 1429, Brentwood, TN 37024 1429. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-515-4401 or by fax 615-515-4501. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trpcweb.com.