Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | RETIREMENT PLANNING SPECIALISTS, INC. 241 Maple Street, Suite 101 Ashland, OR, 97520 | $247,797,523 | 828 | 2 | A Percentage of AUM, Hourly charges |
2 | KOENIG INVESTMENT ADVISORY, LLC 739 N Main Street, Ashland, OR, 97520 | $192,528,325 | 598 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 139358
Assets Under Management $247,797,523
No. Of Clients828
Clients Per Financial Advisor414
RETIREMENT PLANNING SPECIALISTS, INC. is a financial advisory firm situated in Ashland, Oregon. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 828 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311422
Assets Under Management $192,528,325
No. Of Clients598
Clients Per Financial Advisor199
KOENIG INVESTMENT ADVISORY, LLC is a financial advisory firm situated in Ashland, Oregon. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 598 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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