A complete list of active advisors currently associated with Retirement Planning Specialists, Inc.

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

Retirement Planning Specialists is an SEC-registered advisory firm that provides comprehensive investment management and stand‑alone financial planning to individuals, retirement plans, estates, trusts, and small business clients. The firm manages roughly $370.6 million for about 556 clients and delivers ongoing portfolio management and written financial plans under signed advisory agreements. Portfolios are developed from client questionnaires and periodic consultations, with diversified allocations across mutual funds, ETFs, individual bonds, stocks, and variable products; accounts are generally managed on a discretionary basis and reviewed at least quarterly. The firm emphasizes a primarily long‑term, buy‑and‑hold approach while retaining the ability to use shorter‑term trades and third‑party sub‑advisors when appropriate. Noteworthy features include an unusually high client‑to‑advisor ratio (approximately 278 clients per advisor), which aligns with more standardized operating practices such as a custodial requirement at Charles Schwab and limited aggregation of trades. Several firm personnel are also licensed insurance agents and may receive commissions for insurance sales, a potential conflict the brochure discloses alongside other conflicts such as rollover recommendations.

To learn more about the advisors currently working at Retirement Planning Specialists, Inc., 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.