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RETIREMENT PLANNERS OF AMERICA

PLANO, TX · CRD 157222 · IAPD ↗ · retirementplannersofamerica.com · 469-246-3600

$3.59BRegulatory AUM
26Advisory reps
126Employees
0Clients
More than 500Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
October 2026 — RETIREMENT PLANNERS OF AMERICA changed its website from moneymatters.net to retirementplannersofamerica.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — RETIREMENT PLANNERS OF AMERICA shrank from 34 to 26 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
February 2024 — RETIREMENT PLANNERS OF AMERICA filed an Item 4A succession naming RETIREMENT PLANNERS OF AMERICA (CRD 157222) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
47
February 2024 — RETIREMENT PLANNERS OF AMERICA notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.