Retirement Plans, Inc.

Retirement Plans, Inc. is a registered investment adviser based in Westerville, Ohio, established in 2011. The firm specializes in providing investment management services to individuals and retirement plans, primarily utilizing various types of mutual funds, ETFs, target date funds, and money market funds. They offer tailored portfolio solutions based on clients' risk tolerance and investment objectives, with a minimum account size of $50,000. Retirement Plans, Inc. manages assets totaling $247,867,287 as of December 31, 2024, on a discretionary basis. Regarding fees, the firm charges annual fees ranging from 0.5% to 1.00% based on the market value of assets managed, with fees payable monthly or quarterly. Clients may impose restrictions on their accounts in writing. The firm does not offer a wrap fee program and does not accept performance-based fees. Retirement Plans, Inc. does not engage in side-by-side management. The firm's investment strategies primarily involve fundamental analysis and long-term purchases, with a focus on risk management and tax considerations. Clients receive regular account reviews and statements from their custodian. The firm does not vote on behalf of clients' securities and does not take custody of client funds. Retirement Plans, Inc. does not have any disciplinary history or material financial interests in public companies.