Philip
Webb

Rps Retirement Plan Advisors

CRD#2943855
Investment Advisor
in Austin, TX

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About this Advisor

Philip Webb is a financial advisor who works out of Austin, Texas with a total of 1 year of industry experience. Webb is an advisor for Rps Retirement Plan Advisors. Over the course of their career, Webb has held roles at Dailyaccess Corporation, Interserv, LLC, Richard P. Slaughter Associates, Inc and Rps Retirement Plan Advisors. Webb maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Rps Retirement Plan Advisors is a registered investment firm that has its headquarters in Austin, TX. It administers $347 million in assets under management across its 23 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Rps Retirement Plan Advisors offers pension consulting services. Fees for financial advice vary depending on which service is offered. However, fees billed by Rps Retirement Plan Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13809 Research Blvd., Suite 905
Austin, TX 78750

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Rps Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$346,955,169

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

23

TX Average: 2,315
Average Account Size

$15,085,007

TX Average: $1,314,358

Investment Advisory Services

  • Pension consulting services

Philip Webb Work History

Philip has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Rps Retirement Plan Advisors

2013 - Present (11 years)

Richard P. Slaughter Associates, Inc

2011 - 2013 (2 years)

Interserv, LLC

2008 - 2013 (5 years)

Dailyaccess Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Philip Webb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rps Retirement Plan Advisors

Mari Erb
Austin, TX
Nicholas Whitely
Austin, TX
Philip Webb
Austin, TX
Virginia Paneda
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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