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Retirement Planning Services

Updated today

Client assets under management

$224,527,648

Clients

248

46% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

124

Very High

Average account size

$905,353

About

Hall Retirement Planning Services serves both high‑net‑worth and non‑high‑net‑worth individual clients, and also works with charitable organizations, corporations, and other business entities, providing financial planning and discretionary asset management including ongoing portfolio management for individual accounts. The firm reports managing roughly $246 million in client assets for about 248 clients and operates with two advisory professionals, using asset‑based fees for ongoing management.

The firm’s process is collaborative and evidence‑based: it typically begins with up to two exploratory meetings, develops a written financial plan with scenario modeling and Social Security timing and tax‑related analysis, and offers annual plan updates when clients engage for asset management. Investment implementation is discretionary and focuses on diversified mixes of equities and fixed income using mutual funds, ETFs, individual securities, and—where appropriate—fee‑based annuities and select private investment funds; the firm may also recommend or retain independent third‑party advisers for portions of a client’s portfolio.

A few operational features distinguish the firm from many peers: it is a continuation of a long‑standing family business reconstituted in 2017 and manages a relatively large asset base with a small advisory team, and it sometimes pays for client tax return preparation or estate document updates and can waive planning fees when clients move into asset management. The firm also maintains a membership with a commission‑free insurance platform to facilitate access to no‑commission products and discloses the use of specific custodial platforms while explaining related service‑level and conflict considerations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Social Security optimization Roth conversion strategy Annuities Tax strategies for small businesses

Fee options

Fixed

Financial planning fees may be fixed, negotiated individually.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%

Project-based

Up to $500/hour for Advisory Representatives, $100/hour for clerical services for financial planning services.

Other

Fee-only: Financial planning fees negotiated, either fixed or hourly up to $500/hour for Advisory Representatives, $100/hour for clerical services; may be waived if asset management services are engaged.

Main office location

Retirement Planning Services

4533 Papermill Dr, Suite 101

Knoxville TN 37909, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Austin M

Series 65

Knoxville, TN

Retirement Planning Services

Austin Mc Laughlin is a Series 65-licensed advisor at Retirement Planning Services with three years of industry experience. His prior work includes roles at Cru and Perrone Pharmacy, Inc. He is based in Knoxville, TN. Retirement Planning Services provides financial planning and discretionary asset management to individual clients, charitable organizations, corporations, and other business entities. The firm uses a collaborative, evidence-based approach that includes cash-flow and scenario modeling, behavioral coaching, and annual plan updates, with portfolios constructed from diversified equity and fixed-income allocations and access to specialized investment options.

General retirement planning Social Security optimization Roth conversion strategy Annuities Tax strategies for small businesses
user avatar

Spencer H

CFP®, Series 66

Knoxville, TN

Retirement Planning Services

Spencer Hall is a CFP® with 15 years of industry experience, currently serving at Retirement Planning Services in Knoxville, TN. His prior experience includes roles at Securities America Inc. and Securities Service Network, LLC. Outside of his advisory work, he serves as a deacon and clergy team member at Old North Abbey Church. Retirement Planning Services works with individual clients, charitable organizations, corporations, and other business entities, providing financial planning and discretionary asset management. The firm uses a collaborative, evidence-based approach that includes cash-flow and scenario modeling, behavioral coaching, and coordination with outside tax and estate professionals.

General retirement planning Social Security optimization Roth conversion strategy Annuities Tax strategies for small businesses
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