RETIREMENT PLANNING SPECIALISTS, INC.
Tel: 541-482-0138 241 Maple Street Suite 101 Ashland, Oregon 97520
About RETIREMENT PLANNING SPECIALISTS, INC.
RETIREMENT PLANNING SPECIALISTS, INC. is a Ashland, Oregon based financial advisory firm with nearly $268,430,220 in assets under management and provides investment advisory services for 1366 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
139358
Firm SEC#:
801-66205
Assets Under Management:
$268,430,220
No. of Clients:
1366
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
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