Our Firm
Firm Overview
Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.
Our mission is to improve 401(k) participant outcomes by reducing fees, reaching more plan participants with better education, and bringing unrivaled service, knowledge and experience to retirement plan sponsors that have been neglected by their service providers. We call ourselves Advo(k)ate Advisors with a “k”, because 401(k) plans are our business.
Our Team
Team Overview
Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans. Our team of retirement plan specialists provides services to defined contribution and defined benefit plans on over 20 different recordkeeping platforms. Our team provides ongoing consultation for retirement plan committees with services that include, but are not limited to, fiduciary investment advice, compliance assistance, participant education strategies, merger and acquisition consulting, and administrative support. We enjoy engaging with participants in a variety of ways, and we can customize this for each of our client’s needs. We Advo(k)ate for you.
Our team is a proud member of Retirement Plan Advisory Group, the largest association of independent retirement plan advisors in the country. Thank you for taking the time to learn about us. It would be our pleasure to serve you.
Team Members
andrewblankenship@advokateadvisors.com
(659) 238-0010 ext. 102
rennwilliams@advokateadvisors.com
(659) 238-0010 ext. 101
charlesanderson@advokateadvisors.com
(659) 238-0010 ext. 106
vickieragland@advokateadvisors.com
(659) 238-0010 ext. 107
lindsayluketic@advokateadvisors.com
(659) 238-0010 ext. 103
derekburrow@advokateadvisors.com
(659) 238-0010 ext. 105
lisapettis@advokateadvisors.com
(659) 238-0010 ext. 109
Renn Williams, Andrew Blankenship, and Charles Anderson are Registered Representatives offering securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor.
Advo(k)ate Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or registered investment advisor.
Let's Connect
We are here to serve you! Please contact us with any questions.
Core Differentiators
(k)lean™ Analysis
We know that managing the retirement plan is often only one of the many hats administrators have to wear as part of their jobs. We designed our (k)lean™ Analysis program to bolster our clients’ fiduciary posture and uncover potential compliance issues.
Fee (k)ompression™
Are you concerned that your retirement plan fees are higher than they should be? Are your plan fees competitive against industry peers? Are the funds in your plan revenue neutral? Our team can help answer all of these questions by using our Fee (k)ompression™ program to make sure your plan has a competitive and level fee structure in place.
Investment Reviews
Our team conducts quarterly Investment Reviews for all of our clients, following a documented process detailed by the plan’s Investment policy Statement. As members of Retirement Plan Advisory Group, RPAG, we have access to tools and resources to help establish and document the plan’s investment process.
Participant Education
We believe that every participant should feel confident in their plan for retirement, and we provide the tools and resources for them to get there. Our customized participant education experience is based on participants. We happily provide virtual or in person education sessions, group meetings, and/or recorded presentations deliverable via email. We understand that every employee population is different, and we want to help you help them reach a successful retirement!
Mergers & Acquisition Consulting
Mergers and acquisitions usually occur in a fast-paced, time-sensitive environment. Having an experienced team on your side that understands the intricacies of working with qualified plans throughout the entire M&A cycle is critical to reducing your liability as a plan sponsor. Our team routinely operates in the M&A environment and boasts decades of experience in consulting with our retirement plan sponsor clients as they consider all varieties of transaction activities.
It would be our pleasure to serve your company with respect to your retirement plans and mergers and acquisitions needs.