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RETIREMENT PLANNING SOLUTIONS, LLC
3432 Stony Spring Circle
Louisville, Kentucky 40220
Tel: 502-499-5668
About RETIREMENT PLANNING SOLUTIONS, LLC
RETIREMENT PLANNING SOLUTIONS, LLC, formally registered with the SEC as RETIREMENT PLANNING SOLUTIONS, LLC. The firm was established in 12/04/2020. They have over 4 offices throughout the country.
RETIREMENT PLANNING SOLUTIONS, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $285,352,910 assets under management, offering retirement planning & investment advisory services to 2018 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311575 |
| SEC# | 801-119926 |
| Assets Managed by Firm | $285,352,910 |
| No. of Clients | 2018 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2018 | $285,352,910 |
| Individuals (other than high net worth individuals) | 969 | $169,245,672 |
| High net worth individuals | 61 | $115,703,465 |
| Charitable organizations | 2 | $403,773 |
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