A complete list of active advisors currently associated with Retirement Planning Solutions, LLC

Warmer can help you find a great advisor at Retirement Planning Solutions, LLC or one who fits your needs even better.

Retirement Planning Solutions provides discretionary investment management and investment consulting to individuals, trusts, estates, corporations and other business entities. Its brochure also states the firm works with pension and profit-sharing plans and charitable organizations in addition to individual clients, offering ongoing portfolio management as well as project-based consulting engagements. The firm typically charges asset-based fees for management and hourly or flat fees for consulting, recommends Schwab for custody and implements portfolios using index funds, ETFs, mutual funds, common and preferred stocks, bonds and cash equivalents. Its stated analysis methods include fundamental and cyclical approaches, and client accounts are periodically rebalanced to reflect changing market dynamics and client objectives. Compared with many peers, the firm’s client mix includes corporate and institutional-type clients such as pension plans and charitable organizations, a profile that is less common among independent advisers of similar scale; it reports no outside affiliations and operates on a fee-only basis. The brochure discloses a prior Tennessee registration lapse that resulted in a state penalty, notes that RPS does not take custody of client assets or vote proxies, and shows a long operating history (since 2003) managing roughly $51.5 million for about 65 clients.

To learn more about the advisors currently working at Retirement Planning Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.