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
Series 66
Industry experience
19 years
Christopher Patterson is a financial advisor at Retirement Planning Specialists, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at S & P Financial, Inc. dba Financial Planning Specialists since 2019, following ten years at Sagepoint Financial, Inc. and Retirement Planning Specialist. Outside of advising, he serves as president of Patterson Consulting LLC and is a 50% owner of Patterscott LLC, a company developing a multi-use building. Retirement Planning Specialists provides investment advisory services to individuals, retirement plans, estates, trusts, and business entities. The firm manages approximately $323.6 million in discretionary assets for about 525 clients, using a primarily long-term, buy-and-hold investment approach with diversified portfolios held at Charles Schwab.
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
S & P Financial, Inc. dba Financial Planning Specialists
2019 - Present (7 years)
Sagepoint Financial, Inc.
2009 - 2019 (10 years)
Retirement Planning Specialist
2008 - 2019 (11 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
CFP®, Series 63, Series 66
Ashland, OR
Retirement Planning Specialists, Inc.
CFP®, Series 66
Jacksonville, OR
Jones & Associates Premier Financial Solutions
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")