# Masterplan Retirement Consultants

> 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.

- CRD: 171497
- Filed as: MASTERPLAN RETIREMENT CONSULTANTS
- Legal name: Masterplan Retirement Consultants, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171497
- AdvisorCensus page: https://advisorcensus.com/firm/masterplan-retirement-consultants-marietta-ga-171497

## Quick answers

**How is Masterplan Retirement Consultants compensated?**
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.

**Where is Masterplan Retirement Consultants located?**
Masterplan Retirement Consultants' principal office is in Marietta, GA, according to its Form ADV.

**Is Masterplan Retirement Consultants registered with the SEC or a state?**
Masterplan Retirement Consultants is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171497.

**Does Masterplan Retirement Consultants report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, NC, SC
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171497

### Websites listed on Form ADV (Item 1.I)
- christiansinbusiness.com/BUSINESS/22626/MASTERPLAN-RETIREMENT-CONSULTANTS---MARK-FRICKS
- itunes.apple.com/us/podcast/retirement-roadmap-radio/id1445712356
- markbfricks.com
- masterplan.ticketleap.com
- masterplanretire.com
- music.amazon.com/podcasts/d111387a-ebeb-4d39-b467-a561a8bca0a1/retirement-roadmap
- open.spotify.com/show/1fbfX8SSheZFAE0dEaKS8o
- open.spotify.com/show/7AKwci1ZvYMM0ExKMe23hd
- plus.google.com/+MASTERPLANRETIREMENTCONSULTANTSMARIETTA/ABOUT
- podcasts.apple.com/us/podcast/retirement-roadmap/id1722148775
- podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yMjA0Mjk3LnJzcw==
- radio.financiallytuned.com/mark-fricks
- soundcloud.com/MARK-B-FRICKS
- vimeo.com/USER33688423
- web.cobbchamber.org/Financial-Planning-Investments/MasterPlan-Retirement-Consultants-23507
- Facebook @MASTERPLAN-RETIREMENT-COSUNTANTS
- Facebook @masterplanretire
- Facebook @masterplanretirement
- Instagram @masterplanretire
- LinkedIn @PULSE
- LinkedIn @masterplan-retirement-consultants
- YouTube @UCSNoKtm9ojePe5zQbkbVBlg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Masterplan Retirement Consultants (CRD 171497): Form ADV filing data as of October 2026.