Edward Kindler
Edward Kindler is a registered investment advisor at Retirement Plan Advisors, LLC, based in Galloway, OH, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
Galloway, OH
Get directionsHistory
Regulatory History (1)
Financial
June 2024Other Business ActivitiesSells Insurance
Edward is an Investment Advisor Representative with Retirement Plan Advisors LLC, spending full-time hours in this role. He also works as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Wesbanco Securities, INC.Broker
The Huntington Investment CompanyBroker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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.