William Blair & Company
47yrs
Top advisor by experience in Illinois
14yrs
Brett Pendleton
Full name on record: Brett Michael Pendleton
Financial advisor at Retirement Plan Advisors
Brett Pendleton is a fiduciary financial advisor in Chicago, Illinois, with 14 years in the industry. After a year at Invest Financial, Brett joined Retirement Plan Advisors in 2013, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 52% of advisors in Chicago
Office29 E. Madison St. Suite 500, Chicago, IL 60602
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$98,530
Advisors at the firm47
States licensed ?2 states
Services through Retirement Plan Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowRetirement Plan Advisors, LLCCurrent firm
- Apr 2013 – Nov 2013Invest Financial CorporationPreviously
Contact Brett
(312) 701-1100Retirement Plan Advisors main office 29 E. Madison St. Suite 500Chicago, IL 60602Office · Get directions Firm websiteHTTP://WWW.RETIREMENTPLANADVISORS.COM
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Questions to ask Brett
Tailored to Brett’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brett
How do I contact Brett?
Call Retirement Plan Advisors at (312) 701-1100 and ask for Brett Pendleton. Brett works from the Chicago, IL office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2013, about 14 years. More experience than 52% of advisors in Chicago.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Retirement Plan Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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