Retirement Plus, Inc. is a large advisory firm based in Leawood. It manages $60.76 million of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Kansas and Missouri.
Retirement Plus provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement Plus, Inc. is $60.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% 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 Retirement Plus, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. 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.
Randall Phillip Hallier has been acting as President since 1 Mar 1991. Robert Joseph Mccarthy joined the executive team most recently as the Treasurer, Director.
The principal office where Retirement Plus, Inc. performs its advisory services is located at 3400 College Blvd, Leawood, KS 66211 1919, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-742-7200 or by fax 913-402-1032. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.retirementplusinc.com.