Retirement Planning Solutions, LLC
Retirement Planning Solutions, LLC (CRD# 132118) is a financial advisory firm headquartered in , . They manage $43,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Retirement Planning Solutions, LLC
By the Numbers
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Total Assets Under Management43MILLION
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Total Number of Accounts70ACCOUNTS
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Average Account Value$614,286
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN, WI
Financial Advisors at Retirement Planning Solutions, LLC
1
William McDonald (CRD# 4404937) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Nolensville, TN and has over 22 years of experience in the finance industry.
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