Retirement Planning Specialists, Inc.
Retirement Planning Specialists, Inc. (CRD# 139358) is a financial advisory firm headquartered in Ashland, OR. They manage $268,430,220 in 1,366 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Retirement Planning Specialists, Inc.
By the Numbers
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Total Assets Under Management268MILLION
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Total Number of Accounts1,366ACCOUNTS
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Average Account Value$196,508
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, NM, NV, OR, TX, WA
Financial Advisors at Retirement Planning Specialists, Inc.
1
Christopher Patterson (CRD# 5240961) is an Investment Advisor Representative working at Retirement Planning Specialists, Inc. in Ashland, OR and has over 17 years of experience in the finance industry.
2
Chad Smith (CRD# 2702144) is an Investment Advisor Representative working at Retirement Planning Specialists, Inc. in Ashland, OR and has over 28 years of experience in the finance industry.
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