Dakota
Dakota
Book a Demo
Talk to an Expert

PHD Retirement Consulting

EST. AUM
$559,187,300

CONTACTS
1

CLIENT ACCOUNTS
66

Firm Details

Metro area Kansas City
CRD Number 304989
Website feeonly401kadvisor.com
Client types

Overview

PHD Retirement Consulting, based in Overland Park, Kansas, is a fee-only RIA dedicated to workplace retirement plan consulting—specializing in 401(k), 403(b), and ESOP design. Led by Troy Redstone, a behavioral finance and fiduciary planning expert, the firm manages approximately $398 million across over 38–56 institutional accounts. Serving as a Certified Plan Fiduciary Advisor, PHD delivers transparent, commission-free consulting grounded in Plan Health Design principles, emphasizing outcomes that serve both plan sponsors and participants with integrity and clarity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy