Retirement Planning Specialists, Inc.
Ashland, Oregon
Retirement Planning Specialists, Inc. is a trusted investment advisory firm located in Ashland, OR. With over 410 individual clients and a remarkable $269,075,000 in assets under management, they have established themselves as experts in retirement planning. As a small firm with one office, they prioritize personalized attention and exceptional service for their clients. One of their core specialties is managing employer 401K plans and individual retirement accounts, which comprise over 80% of their assets under management. With their extensive knowledge and experience, Retirement Planning Specialists, Inc. is well-equipped to ha...
See more
Loading...

Assets Under Mgmt

$269.08M

Investment Professionals

N/A

Locations

0

% 401K & Individual

100%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
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.