Rimmer Retirement Advisors
- Doug BrownCertified Financial Planner · Company website
- Laura KesslerAdministrative Assistant · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 20 years (since 2006)
- Founder still runs it after 20 years
From public records and the company's website, not a statement that it's for sale.
What they do
Rimmer Retirement Advisors is a financial advisory business in Oklahoma City that offers personalized investment and financial planning services focused on unbiased advice and loyalty to its clients.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Raymond James · brand it sells or installs
Employees over time
Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2022 | Form 5500 | 2 | $805K |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Rimmer Retirement Advisors this business | $1.1M | — |
| Farmers Insurance - Andrew Davis Oklahoma City | $806K | 0.0 mi |
| JIM WALLACE INSURANCE AGENCY INC Oklahoma City · 4 employees | $1.6M | 0.0 mi |
| Farmers Insurance - Todd Wallace Oklahoma City | $806K | 0.0 mi |
| Todd Wallace - 13140 N Macarthur Blvd Oklahoma City | $806K | 0.0 mi |
| Derek E Howell Oklahoma City | $1.1M | 0.1 mi |
| SMITH-WILSON INSURANCE AGENCY Oklahoma City · 1 employees | $173K | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“He started Rimmer Retirement Advisors as an Independent Practice in 2006 so he could better serve the needs of his clients.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Rimmer Retirement Advisors
Rimmer Retirement Advisors is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2006. It is owned by Stephen Rimmer (Founder and Managing Partner). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 2 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Rimmer Retirement Advisors?
- Rimmer Retirement Advisors is owned by Stephen Rimmer (Founder and Managing Partner), according to public sources such as the company's website or filings.
- How much revenue does Rimmer Retirement Advisors make?
- SeeBITDA estimates Rimmer Retirement Advisors's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Rimmer Retirement Advisors worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- How many employees does Rimmer Retirement Advisors have?
- About 2, from its 2022 retirement-plan filing.
- When was Rimmer Retirement Advisors founded?
- Rimmer Retirement Advisors has been in business since 2006.