# Retirement Plan Fiduciaries, LLC

> Retirement Plan Fiduciaries, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 161137
- Filed as: RETIREMENT PLAN FIDUCIARIES, LLC
- Also doing business as: RPF ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161137
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-plan-fiduciaries-llc-austin-tx-161137

## Quick answers

**How is Retirement Plan Fiduciaries, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Plan Fiduciaries, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Retirement Plan Fiduciaries, LLC located?**
Retirement Plan Fiduciaries, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Retirement Plan Fiduciaries, LLC registered with the SEC or a state?**
Retirement Plan Fiduciaries, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 161137.

**How much does Retirement Plan Fiduciaries, LLC manage?**
Retirement Plan Fiduciaries, LLC reports $193,307,067 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Retirement Plan Fiduciaries, LLC's assets and staff changed since 2021?**
In the Form ADV data for Retirement Plan Fiduciaries, LLC: Regulatory assets under management: $116,332,626 in the October 2021 data and $193,307,067 in the October 2026 data, up 66%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirement Plan Fiduciaries, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (18); high net worth individuals (16); individuals (other than high net worth individuals) (15).

**Which custodians does Retirement Plan Fiduciaries, LLC use?**
Retirement Plan Fiduciaries, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Retirement Trust Services, Charles Schwab & Co., Inc., Empower Trust Co, LLC and Mid Atlantic Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Retirement Plan Fiduciaries, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161137

**Does Retirement Plan Fiduciaries, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "The minimum preferred plan account size is $500,000."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $500,000

> The minimum preferred plan account size is $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP Retirement Trust Services
- Charles Schwab & Co., Inc.
- Empower Trust Co, LLC
- Mid Atlantic Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $193,307,067
- Discretionary: $193,307,067
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,136,791 |
| High net worth individuals | 16 | $29,205,686 |
| 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) | 18 | $141,307,993 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 2 | $17,656,597 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rpfadvisors.com
- rpftx.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,332,626 | 3 | March 30, 2021 |
| October 2022 | $130,890,775 | 2 | March 2, 2022 |
| October 2023 | $142,528,017 | 3 | March 24, 2023 |
| October 2024 | $160,907,213 | 3 | March 25, 2024 |
| October 2025 | $179,281,650 | 2 | March 1, 2025 |
| October 2026 | $193,307,067 | 2 | March 2, 2026 |

Regulatory assets under management: $116,332,626 in the October 2021 data and $193,307,067 in the October 2026 data, up 66%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Plan Fiduciaries, LLC (CRD 161137): Form ADV filing data as of October 2026.