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FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

MOBILE, AL · CRD 168390 · IAPD ↗ · 727-324-4004

$194.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
13States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
April 2026 — FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
34
April 2025 — FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC notice-filed in LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC reported RAUM up 25% ($136.3M -> $170.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC reported RAUM up 34% ($102.0M -> $136.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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