SEC Form ADV

RETIREMENT PLANNING SPECIALISTS, INC.

Registered Investment AdviserOR
$370.6M
Assets Under Management
1,651
Total Clients
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Registration Details

Accession
CRD-139358
Location
ASHLAND, OR
Filing Date
March 31, 2026
AUM
$370.6M
Total Clients
1,651
Amendment
No

About this Adviser

RETIREMENT PLANNING SPECIALISTS, INC. is a registered investment adviser headquartered in ASHLAND, OR, managing approximately $370.6M in assets across 1,651 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.