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RETIREMENT PLANNING SERVICES
4533 Papermill Dr
Suite 101
Knoxville, Tennessee 37909
Tel: (865) 220-9311
About RETIREMENT PLANNING SERVICES
RETIREMENT PLANNING SERVICES, formally registered with the SEC as RETIREMENT PLANNING SERVICES. The firm was established in 05/06/2021. They have over 1 offices throughout the country.
RETIREMENT PLANNING SERVICES is a Knoxville, Tennessee based Financial Planning firm with nearly $196,619,523 assets under management, offering retirement planning & investment advisory services to 492 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289847 |
| SEC# | 801-120012 |
| Assets Managed by Firm | $196,619,523 |
| No. of Clients | 492 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- 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 | 492 | $196,619,523 |
| Individuals (other than high net worth individuals) | 131 | $43,206,261 |
| High net worth individuals | 110 | $148,444,090 |
| Charitable organizations | Fewer than 5 clients | $4,969,172 |
More Retirement Planning firms in Knoxville, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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