Retirement Planning Solutions, LLC

Retirement Planning Solutions, LLC (CRD# 132118) is a financial advisory firm headquartered in , . They manage $43,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.retirementplanningsolutions.us
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $614,286
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
The map below shows states where this firm has explicit registration only.

TN, WI

Financial Advisors at Retirement Planning Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William McDonald, financial advisor Nolensville TN
William P. McDonald
CRD#: 4404937
Nolensville, TN

William McDonald (CRD# 4404937) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Nolensville, TN and has over 22 years 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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