Advisor at Retirement Planning Specialists, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Planning Specialists, Inc.
Location
Ashland, OR 97520
Credentials
CFP®, Series 63, Series 66
Industry experience
29 years
Chad Smith is a CFP® professional with 29 years of experience in financial advising. He is currently with Retirement Planning Specialists, Inc. and previously worked at Sagepoint Financial, Inc. Smith assists with training support staff within the Academy of Preferred Financial Advisors, a coaching program for financial planners and their teams. Retirement Planning Specialists provides investment advisory services to individuals, retirement plans, estates, trusts, and business entities, managing approximately $323.6 million in discretionary assets for about 525 clients. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and conducts regular account reviews, serving a notably high client-to-advisor ratio.
Based on Retirement Planning Specialists, Inc.
Based on Retirement Planning Specialists, Inc.
Typically ranges from $1,000 to $2,500 for stand-alone financial planning
1.00% annually
Commissions received by certain personnel for insurance product sales, separate from advisory fees
$200 to $250 per hour
Account minimum: $250,000
241 Maple Street, Suite 101
Ashland, OR 97520
Oregon · Texas
S & P Financial, Inc. dba Financial Planning Specialists
2019 - Present (7 years)
Sagepoint Financial, Inc.
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Central Point, OR
Penfield Investments LLC
Series 66
Ashland, OR
True Purpose Advisors, LLC
Series 63, Series 65
Central Point, OR
Gerritz Wealth Management, Inc.
CFP®, Series 65
Medford, OR
Fidelis IM
Series 66
Ashland, OR
Retirement Planning Specialists, Inc.
CFP®, Series 66
Jacksonville, OR
Jones & Associates Premier Financial Solutions
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