Retirement Planning Services, LLC

Retirement Planning Services, LLC (CRD# 133247) is a financial advisory firm headquartered in Knoxville, TN. They manage $44,634,508 in 215 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $207,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Retirement Planning Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Spencer S. Hall
CRD#: 5821183
9729 Cogdill Road, Suite 302, Knoxville, TN 37932
100
Wealthminder
score

Spencer Hall (CRD# 5821183) is an Investment Advisor Representative working at Retirement Planning Services, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.

 

Our mission at Retirement Planning Services is to educate and equip our clients to make wise financial decisions that align their wealth with their values.  

 

We help clients’ passions drive what they do with their financial planning and investments.  We focus on consolidating and simplifying the wealth management process.  After collaborating with us, clients routinely tell us that they have greater clarity of thought and purpose, less financial anxiety, and more energy and freedom to do what matters most to them.

 

My personal practice centers on working with three types of individuals:

1)    Oak Ridge Professionals Working within the DOE Complex and Contractor Community
2)    East Tennessee Small Business Owners (under 100 employees)
3)    Executives at Large Firms across East Tennessee

 

I have graduate degrees in business and seminary studies, and my teammates and I have over 100 years of combined experience in financial services.  With a background of four years of mission work as a campus minister in Asia, a summer working with World Relief in Mozambique, and two years serving the homeless in Boston, my favorite part of my job is helping clients use their resources to do what matters most to them.  This is also why I serve as Chairman of the Board for Wellspring Group, a ministry that equips leaders to become who they were created to be in community.

 

I’d love to help you connect your wealth to your values.  Give us a call at 220-9311 to find time to grab a cup of coffee with me.

2
Steven S. Hall
CRD#: 854107
9729 Cogdill Road, Suite 302, Knoxville, TN 37932
93
Wealthminder
score

Steven Hall (CRD# 854107) is an Investment Advisor Representative working at Retirement Planning Services, LLC in Knoxville, TN and has over 34 years of experience in the finance industry.

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