Kenneth Moraif
Kenneth Moraif is a CFP-designated registered investment advisor at Retirement Planners of America, based in Plano, TX, with 24 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,827 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Planners of America manages investments through a wrap-fee program. The annual advisory fee is generally 1.30% of the value of your portfolio, including cash. Certain legacy clients may pay 1.25%. RPOA Direct clients pay 1.85%. This fee covers investment management and brokerage services. Accounts are also subject to an annual platform fee of 0.40%.
Location
2820 Dallas Parkway, Plano, TX, 75093
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2010Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Kenneth works as an independent insurance agent for various independent insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Retirement Planners of America
Previous Registrations
Cambridge Investment Research Advisors, INC.
Eagle Strategies LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.