LP Profile

Retirement Planning Services

Also known as retirement planning services

Wealth ManagerKnoxville, United StatesFounded 1985
$246M
Assets Under Management
Knoxville
Headquarters
Investment Focus

About Retirement Planning Services

Retirement Planning Services is a Knoxville, Tennessee wealth management and financial planning firm founded in 1985. It reports about $246 million in assets and works with clients through the different stages of life. The firm says its planning begins by asking what matters most in a client's life and then aligns wealth with those values. It builds financial plans around each client's goals and the people, causes and activities they care about, and offers a family office service it calls Family Office Lite.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Retirement Planning Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$246.0M
Total Clients
510
Filing Date
March 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Retirement Planning Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Retirement Planning Services?

Retirement Planning Services is a wealth manager based in Knoxville, United States, managing approximately $246M in assets.

Where is Retirement Planning Services headquartered?

Retirement Planning Services is headquartered in Knoxville, United States.

How much does Retirement Planning Services manage?

Retirement Planning Services manages approximately $246M in assets under management.

When was Retirement Planning Services founded?

Retirement Planning Services was founded in 1985.

How can I contact Retirement Planning Services?

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