Frugal Financial Retirement Plan Services, LLC
● SEC registered since 2022CRD 168390SEC# 801-125768Mobile, AL
Reg. AUM
$194.9M
Employees
4
Accounts
128
Location
Mobile, AL
Frugal Financial Retirement Plan Services, LLC assets under management
Frugal Financial Retirement Plan Services, LLC operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 2022. It reports $194.9 million in regulatory assets under management and employs 4 people.
Frugal Financial Retirement Plan Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Employee Fiduciary, LLC Control | Managing Member | Over 75% | 2013 |
| Eric Christopher Droblyen Control | Managing Director | Under 5% | 2013 |
| Mark Stephen Nicholas Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Frugal Financial Retirement Plan Services, LLC manage?
Frugal Financial Retirement Plan Services, LLC reports $194.9 million in regulatory assets under management on its Form ADV.
How many employees does Frugal Financial Retirement Plan Services, LLC have?
Frugal Financial Retirement Plan Services, LLC reports 4 employees.
Where is Frugal Financial Retirement Plan Services, LLC located?
Frugal Financial Retirement Plan Services, LLC is based in Mobile, AL and has been SEC-registered since 2022.
Does Frugal Financial Retirement Plan Services, LLC disclose fund performance?
Frugal Financial Retirement Plan Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 N. Conception St., Mobile, AL 36603 |
| Phone | 727-324-4004 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$194.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$194.9Mregulatory AUM
Discretionary $194.9M