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Retirement Benefits Planning (Alamo)


Retirement Benefits Planning is a large advisory firm based in Alamo. It manages $137.25 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Retirement Benefits Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Benefits Planning: assets under management

The assets under management (AUM) of Retirement Benefits Planning is $137.25 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $92.25 million in discretionary accounts and $45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Benefits Planning for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alamo

The principal office where Retirement Benefits Planning performs its advisory services is located at 3201 Danville Blvd, Alamo, CA 94507, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-838-1234 or by fax 925-838-1964. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rbpadvisors.com.


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