{
  "crd_number": 171497,
  "slug": "masterplan-retirement-consultants-marietta-ga-171497",
  "primary_business_name": "MASTERPLAN RETIREMENT CONSULTANTS",
  "legal_name": "MASTERPLAN RETIREMENT CONSULTANTS, INC.",
  "dbas": [],
  "city": "Marietta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-05-30",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA",
    "NC",
    "SC"
  ],
  "websites": [
    "https://christiansinbusiness.com/BUSINESS/22626/MASTERPLAN-RETIREMENT-CONSULTANTS---MARK-FRICKS",
    "https://facebook.com/PAGES/MASTERPLAN-RETIREMENT-COSUNTANTS/258628547544902",
    "https://facebook.com/masterplanretire",
    "https://facebook.com/masterplanretirement",
    "https://instagram.com/masterplanretire",
    "https://itunes.apple.com/us/podcast/retirement-roadmap-radio/id1445712356?mt=2",
    "https://linkedin.com/PULSE/ACTIVITIES/MARK-B-FRICS=0_3DSKRLXJLU3HP77-LGAPIN?TRK=NAV_RESPONSIVE_SUB_NAV_YOURUPDATES",
    "https://linkedin.com/company/masterplan-retirement-consultants",
    "https://markbfricks.com",
    "https://masterplan.ticketleap.com",
    "https://masterplanretire.com",
    "https://music.amazon.com/podcasts/d111387a-ebeb-4d39-b467-a561a8bca0a1/retirement-roadmap?refMarker=null",
    "https://open.spotify.com/show/1fbfX8SSheZFAE0dEaKS8o?dlsi=dd2446fce8134171&nd=1&si=c332e3418ea54d88",
    "https://open.spotify.com/show/7AKwci1ZvYMM0ExKMe23hd?si=Mx9P4GWjRhCmLFVcexEqQg",
    "https://plus.google.com/+MASTERPLANRETIREMENTCONSULTANTSMARIETTA/ABOUT",
    "https://podcasts.apple.com/us/podcast/retirement-roadmap/id1722148775",
    "https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMjA0Mjk3LnJzcw==",
    "https://radio.financiallytuned.com/mark-fricks",
    "https://soundcloud.com/MARK-B-FRICKS",
    "https://vimeo.com/USER33688423",
    "https://web.cobbchamber.org/Financial-Planning-Investments/MasterPlan-Retirement-Consultants-23507",
    "https://youtube.com/channel/UCSNoKtm9ojePe5zQbkbVBlg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171497",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MARIETTA",
  "url": "https://advisorcensus.com/firm/masterplan-retirement-consultants-marietta-ga-171497",
  "display_name": "Masterplan Retirement Consultants",
  "summary": "Masterplan Retirement Consultants is a state-registered investment advisory firm in Marietta, GA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Masterplan Retirement Consultants (CRD 171497): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Masterplan Retirement Consultants compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Masterplan Retirement Consultants reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Masterplan Retirement Consultants located?",
      "a": "Masterplan Retirement Consultants' principal office is in Marietta, GA, according to its Form ADV."
    },
    {
      "q": "Is Masterplan Retirement Consultants registered with the SEC or a state?",
      "a": "Masterplan Retirement Consultants is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171497."
    },
    {
      "q": "Does Masterplan Retirement Consultants report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171497"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/masterplan-retirement-consultants-marietta-ga-171497.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171497",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}