Retirement Planning Services

Retirement Planning Services (CRD# 289847) is a financial advisory firm headquartered in Knoxville, TN. They manage $176,235,252 in 480 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4533 Papermill Dr, Suite 101, Knoxville, TN 37909
https://www.linkedin.com/in/spencer-hall-4692775/
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $367,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, NC, TN, TX

Financial Advisors at Retirement Planning Services
Showing 1 - 2 of 2 top financial advisors.
1
Spencer Hall, financial advisor Knoxville TN
Spencer S. Hall
CRD#: 5821183
4533 Papermill Dr, Suite 101, Knoxville, TN 37909

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
Austin McLaughlin, financial advisor Knoxville TN
Austin P. McLaughlin
CRD#: 7355098
4533 Papermill Dr, Suite 101, Knoxville, TN 37909

Austin McLaughlin (CRD# 7355098) is an Investment Advisor Representative working at Retirement Planning Services in Knoxville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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