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, LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans and maintains a dedicated division, RPS Sports Private Wealth, to serve amateur and professional athletes. Services described in the brochure include discretionary investment management, comprehensive financial planning and consulting, retirement account advice (including ERISA/IRA guidance), and assistance with held-away retirement accounts through a third-party platform. The firm’s investment approach is primarily long-term focused but employs fundamental, technical and charting analysis and may engage in shorter-term trades, option strategies (including covered and spread strategies), and the use of external money managers when appropriate. RPS also uses third-party pricing and an order management system to implement tax-efficient asset location and opportunistic rebalancing for held-away defined contribution and similar accounts. Several operational features distinguish RPS from many peers: it sponsors a wrap-fee program for legacy accounts (no new wrap accounts are being opened) and discloses that multiple advisory personnel also act as licensed insurance professionals and as registered representatives of broker-dealers (earning separate commissions). The brochure also notes the firm’s use of outsourced specialists for tax preparation and estate-planning support (paid by the advisor) and its explicit procedures for managing held-away assets via a platform that avoids custodial access.

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.