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Frugal Financial Retirement Plan Services, LLC (Saint Petersburg)


Frugal Financial Retirement Plan Services, LLC is an adviser based in Saint Petersburg. It manages $1.58 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama and Florida.

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Frugal Financial Retirement Plan Services provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Frugal Financial Retirement Plan Services: assets under management

The assets under management (AUM) of Frugal Financial Retirement Plan Services, LLC is $1.58 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.38 million in discretionary accounts and $202.85 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $202.85 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Frugal Financial Retirement Plan Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Employee Fiduciary Holding Corporation Partner 1 Mar 2004 75% - 100% 20-1581859
Gregory Cleveland Carpenter Owner 1 Mar 2004 75% - 100% 2746656
Eric Christopher Droblyen Partner 1 Mar 2010 Other 2931863

Based in Saint Petersburg

The principal office where Frugal Financial Retirement Plan Services, LLC performs its advisory services is located at 11300 4 Th Street North, Saint Petersburg, FL 33716, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-258-4900. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at frugalfinancial.com.


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