# Retirement Plan Advisors Ltd

> Retirement Plan Advisors Ltd is a state-registered investment advisory firm in Cincinnati, OH, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 158882
- Filed as: RETIREMENT PLAN ADVISORS LTD
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158882
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-plan-advisors-ltd-cincinnati-oh-158882

## Quick answers

**How is Retirement Plan Advisors Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Plan Advisors Ltd reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Retirement Plan Advisors Ltd located?**
Retirement Plan Advisors Ltd's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Retirement Plan Advisors Ltd registered with the SEC or a state?**
Retirement Plan Advisors Ltd is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158882.

**How much does Retirement Plan Advisors Ltd manage?**
Retirement Plan Advisors Ltd reports $47,957,666 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Retirement Plan Advisors Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (14).

**Does Retirement Plan Advisors Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158882

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $47,957,666
- Discretionary: $47,957,666
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $25,722,455 |
| High net worth individuals | 14 | $22,235,211 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirementplanadvisorsltd.com
- LinkedIn @RETIREMENT-PLAN-ADVISORS-LTD-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Plan Advisors Ltd (CRD 158882): Form ADV filing data as of October 2026.