Retirement Planning Solutions, LLC
Retirement Planning Solutions, LLC (CRD# 132118) is a financial advisory firm headquartered in , . They manage $18,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$300,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
William McDonald (CRD# 4404937) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Madison, WI and has over 16 years of experience in the finance industry.