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Richard Thomas Ritter

RETIREMENT PLANS, INC.·WESTERVILLE, Ohio
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124 DORCHESTER SQUARE, WESTERVILLE, OH 43081CRD# 2706738Firm CRD# 286214
01

About

Richard Thomas Ritter is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with RETIREMENT PLANS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RETIREMENT PLANS, INC.
RETIREMENT PLANS, INC.
AUM
$245M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RETIREMENT PLANS, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2706738
Firm CRD# 286214
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Thomas Ritter offer?
Richard Thomas Ritter specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Richard Thomas Ritter's credentials?
Richard Thomas Ritter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Thomas Ritter located?
Richard Thomas Ritter is based in WESTERVILLE, Ohio, working with RETIREMENT PLANS, INC.. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Richard Thomas Ritter charge for services?
Richard Thomas Ritter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT PLANS, INC.?
RETIREMENT PLANS, INC. has approximately 4 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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