Retirement Planning Solutions, LLC is a local investment advisory firm based in Louisville, KY, with three offices. With a vast clientele of over 1,460 individuals, they manage an impressive portfolio totaling over $194,822,000 in assets under management. Demonstrating their expertise, approximately half of these assets originate from employer 401K plans or individual investors.
As a trusted retirement planning partner, Retirement Planning Solutions, LLC operates under a discretionary management approach, assuming full responsibility for investment decisions on behalf of their clients. Their compensation structure is flexible, in...
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Assets Under Mgmt
$194.82M
Investment Professionals
9
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: FINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.