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).

By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    828
    ACCOUNTS
  • 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
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.
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Patterson
CRD#: 5240961
241 Maple Street, Suite 101, Ashland, OR 97520

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 M. Smith
CRD#: 2702144
241 Maple Street, Suite 101, Ashland, OR 97520

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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