RETIREMENT PLANNING SPECIALISTS, INC.

241 Maple Street
Suite 101
Ashland, Oregon 97520
Tel: 541-482-0138

About RETIREMENT PLANNING SPECIALISTS, INC.

RETIREMENT PLANNING SPECIALISTS, INC, formally registered with the SEC as RETIREMENT PLANNING SPECIALISTS, INC. The firm was established in 02/15/2006. They have over 1 offices throughout the country.

RETIREMENT PLANNING SPECIALISTS, INC. is a Ashland, Oregon based Financial Planning firm with nearly $268,430,220 assets under management, offering retirement planning & investment advisory services to 1366 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139358
SEC#	801-66205
Assets Managed by Firm	$268,430,220
No. of Clients	1366
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1366	$268,430,220
Individuals (other than high net worth individuals)	479	$268,430,220

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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