Retirement Planning Specialists, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$323,601,005
Total clients
525
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
263
Average account size
$616,383
Client services
Fee options
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)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Retirement Planning Specialists, Inc.
241 Maple Street, Suite 101
Ashland OR 97520, United States
Number of offices
1
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