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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

WI

Financial Advisors at Retirement Planning Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William P. McDonald
CRD#: 4404937
10 E Doty St, Suite 800, Madison, WI 53701
93
Wealthminder
score

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.

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