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AON RETIREMENT PLAN ADVISORS, LLC
ATLANTA, GA
404.442.1025
SEC #801-64559Total AUM
$2.7M
Employees
8Clients
59Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3550 LENOX ROAD NE
SUITE 1700
ATLANTA
GA 30326
United States
SUITE 1700
ATLANTA
GA 30326
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
404.442.1025
Other Offices
2
Financials
Total AUM
$2.7M
Accounts
16Discretionary
$2.7M
Accounts
16Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
7AUM
$753.5K
HNW Individual Clients
5AUM
$1.9M
Pension/Profit Sharing Plan Clients
47AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS ON WHICH WE CONSULT
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation FindingDismissed Civil Action (Settlement)Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLGAILNYPATXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.