# Golden Road Advisors LLC
Source: https://planprovider.pro/provider/golden-road-advisors-llc

> Founded in 2013 by Jeff Kikoler and Kevin Caldwell, Golden Road Advisors LLC runs as a Registered Investment Advisor (RIA) from Tampa in the Tampa Bay area a…

Retirement Plan Advisor

Tampa, FL

## About Golden Road Advisors LLC

<p>Founded in 2013 by Jeff Kikoler and Kevin Caldwell, Golden Road Advisors LLC runs as a Registered Investment Advisor (RIA) from Tampa in the Tampa Bay area and works with clients across the United States.</p>

<p>The firm provides financial planning and portfolio management for individuals and families, with work that ranges from investment planning to portfolio construction. Golden Road Advisors also offers 3(21) fiduciary services for retirement plans, acting as a co-fiduciary on investment recommendations while the plan sponsor keeps final decision-making authority.</p>

<p>Golden Road Advisors uses a fee schedule that can include a percentage of assets under management, hourly billing, and fixed fees. The firm reports $0.2B in AUM (2026).</p>

<p>What sets the firm apart is its mix of personal planning work with formal 3(21) fiduciary support for plan sponsors who want documented investment guidance without fully outsourcing discretion.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) co-fiduciary support</li>
<li>Financial planning for individuals and families</li>
<li>Portfolio management and portfolio construction</li>
<li>Advisor selection support for clients who use outside specialists</li>
</ul>

Website: [https://goldenroadadvisors.com/contact/](https://goldenroadadvisors.com/contact/)

Founded: 2013

## Office Locations

- Tampa, FL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $170.0M

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