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
Flat fees typically range from $1,000 to $2,500 for stand-alone financial planning, negotiable
1.00% annually, calculated and payable quarterly in advance (¼ of 1.00% per quarter), may be negotiated per client
$200 to $250 per hour, negotiable
Account minimum: $250,000 (may be waived at sole discretion)
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.
Series 66
Medford, OR
Edward Jones
Series 66
Central Point, OR
Edward Jones
Series 66
Ashland, OR
Edward Jones
Series 66
Central Point, OR
Edward Jones
CFP®, Series 63, Series 65
Medford, OR
Edward Jones
Series 66
Central Point, OR
Penfield Investments LLC
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