Retirement Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Retirement Advisors reports 185 clients. They include 103 individual clients and 82 high-net-worth individuals. Of its assets, 98.3% ($157M across 391 accounts) are managed with discretion; $2.7M across 13 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 18% |
| High-net-worth individuals | 44% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $28.1M | 17.6% | $273K |
| High-net-worth individuals | 82 | $131M | 82.4% | $1.6M |
| Total | 185 | $160M | 100% | $863K |
- Clients
- 103
- Regulatory AUM
- $28.1M
- AUM share
- 17.6%
- Avg. per client
- $273K
- Clients
- 82
- Regulatory AUM
- $131M
- AUM share
- 82.4%
- Avg. per client
- $1.6M
Total
- Clients
- 185
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- $863K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Retirement Advisors charges up to 1.20% a year for its Wealth Management Program. The fee is billed in advance, is negotiable and requires an account of at least $800,000.
Fee details and sources
Stephen Haidt owns 75% or more of Retirement Advisors. The leadership team of Retirement Advisors includes President Stephen Haidt. It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Retirement Advisors, Inc.
Stephen Haidt
Control person · since March 1996
Retirement Advisors’ regulatory assets grew from $141M (February 2021) to $160M (March 2026); clients were 185 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $160M | 185 | 3 | 1 |
| Feb 2025February 2025 | $149M | 180 | 3 | 1 |
| Mar 2024March 2024 | $144M | 176 | 3 | 1 |
| Jun 2023June 2023 | $131M | 171 | 3 | 1 |
| Feb 2022February 2022 | $155M | 171 | 3 | 1 |
| Feb 2021February 2021 | $141M | 179 | 3 | 1 |
Besides its headquarters, Retirement Advisors has 0 offices, with 1 listed address in 1 state.
Alabama · 1 listed address
- 1009 Downtowner BLVD, MobileHQ
Contact and registration details
- Legal name
- Retirement Advisors, Inc.
- Headquarters
- 1009 Downtowner BLVD, Mobile, AL 36609
- Website
- plantoretire.com
- Phone
- 251-344-0707
- SEC file
- 801-112649
- Structure
- Alabama corporation
- Fiscal year end
- December
Retirement Advisors’ named custodian for separately managed accounts is Charles Schwab ($160M). Retirement Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $160M100%
At year end, Retirement Advisors’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks6%
- Funds92%
- Cash2%
How many clients does Retirement Advisors have?
Retirement Advisors has 185 clients and manages $160 million for them, as of March 2026. They include 103 individual clients and 82 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Retirement Advisors offer?
Retirement Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Retirement Advisors charge?
Retirement Advisors charges up to 1.20% a year for its Wealth Management Program. The fee is billed in advance, is negotiable and requires an account of at least $800,000.
Source: RETIREMENTADVISORS, INC. FORM ADV PART 2, filed 19 March 2026
Which custodians does Retirement Advisors use?
Retirement Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $160M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Retirement Advisors have?
Retirement Advisors has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Retirement Advisors invest in?
At the end of its last fiscal year, Retirement Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Retirement Advisors have a minimum investment?
Yes, Retirement Advisors’ minimum account size for its Wealth Management Program is $800K.
Source: RETIREMENTADVISORS, INC. FORM ADV PART 2, filed 19 March 2026
Who owns Retirement Advisors?
Retirement Advisors’ direct owner is Stephen Haidt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Retirement Advisors get paid?
Retirement Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Retirement Advisors?
Retirement Advisors’ main office is at 1009 Downtowner BLVD, Mobile, AL 36609. Its phone number is 251-344-0707. Its website is plantoretire.com.
