Retirement Planning Specialists, Inc.
Retirement Planning Specialists, Inc. (CRD# 139358) is a financial advisory firm headquartered in Ashland, OR. They manage $247,797,523 in 828 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 Management248MILLION
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Total Number of Accounts828ACCOUNTS
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Average Account Value$299,272
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 27 years of experience in the finance industry.
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