Summary

Retirement Plan Advisors

Founded in 2000

Description

Retirement Plan Advisors is a Registered Investment Advisory firm located in Cincinnati, OH, whose mission is to create successful retirement outcomes for individuals and small businesses.

Strengths

  • Retirement Plan Advisors has a strong market share in their industry

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Since Retirement Plan Advisors was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Retirement Plan Advisors's annual revenue

$1313000

Based on Kona Equity data

  • Revenue per employee

    $328250

  • Annual revenue growth since founding

    $54708

Employee Count

4 employees

Executives

Lauren Morris

Investment Advisor & Representative

l**@retirementplanadvisorsltd.com

Laura Mcdonald

Business Development Manager

l**@retirementplanadvisorsltd.com

Anthony Kippins

President

a**@retirementplanadvisorsltd.com

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.

Location

9467 Montgomery Rd Unit 3 
Cincinnati, OH  45242

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Key Information

  • NAICS: 52; 524
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Retirement Plan Advisors.

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Frequently Asked Questions

Where is Retirement Plan Advisors located?

Retirement Plan Advisors's headquarters are located at 9467 Montgomery Rd Unit 3  Cincinnati, OH  45242.


What is Retirement Plan Advisors's official website?

Retirement Plan Advisors's official website is retirementplanadvisorsltd.com


What is Retirement Plan Advisors's revenue?

Retirement Plan Advisors's annual revenue is $1.3 M.


What is Retirement Plan Advisors's NAICS code?

Retirement Plan Advisors's NAICS: 52; 524.


How many employees does Retirement Plan Advisors's have?

Retirement Plan Advisors has 4 employees


What industry does Retirement Plan Advisors belong to?

Retirement Plan Advisors is in the industry of Professional training & coaching.

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