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RETIREMENT PLANNING SPECIALISTS, INC.

Tel: 541-482-0138
241 Maple Street
Suite 101
Ashland, Oregon  97520

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

139358

SEC#:

801-66205

No. of Clients:

1366

Assets under Management

$268,430,220

No. of Advisors:

2

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