Eliot Dylan Marr
Investment adviser representative at Retirement Plan Advisors, LLC
16 yearsExperience
1 stateRegistered in
$3.5BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Retirement Plan Advisors, LLCJan 2026 to now
- Cambridge Investment Research, Inc.Jan 2026 to now
- Metric Financial, LLCMay 2023 to Jan 2026
- Bison Wealth, LLC dba Capital Defender Advisors, Inc.Jan 2023 to Jan 2026
- The Pacific Financial Group, Inc.Aug 2021 to Dec 2022
- Ifp Securities, LLCMay 2019 to Apr 2023
- Independent Financial PartnersMar 2010 to Apr 2023
- LPL Financial LLCFeb 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Retirement Plan Advisors, LLC
$3.5BAssets managed
10,031Clients
46Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5463664
- Firm CRD
- 122758