Retirement Planning Specialists

Retirement Planning Specialists (CRD# 164684) is a financial advisory firm headquartered in Oro Valley, AZ. They manage $1,107,643 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $100,695
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ

Financial Advisors at Retirement Planning Specialists
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.