Be advised. This firm is no longer registered.

Retirement Planning Specialists

Retirement Planning Specialists (CRD# 157811) is a financial advisory firm headquartered in Willow Grove, PA. They manage $197,343,827 in 1,044 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $189,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, FL, NJ, PA, TX

Financial Advisors at Retirement Planning Specialists
No Advisor Found.
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