Retirement Planning Specialists, Inc.
Retirement Planning Specialists, Inc. is an SEC-registered mass-market adviser in Ashland, OR with $370.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Retirement Planning Specialists, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139358, SEC 801-66205, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $370.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Ashland, OR
- Employees
- 2
- Clients
- 556
- CRD
- 139358
- Ownership
- SMITH, CHAD, MATTHEW; GAU, THOMAS, BENSON; PATTERSON, CHRISTOPHER
How much AUM does Retirement Planning Specialists, Inc. have?
Retirement Planning Specialists, Inc. reported $370.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Retirement Planning Specialists, Inc.?
Disclosed owners and executives of Retirement Planning Specialists, Inc. include SMITH, CHAD, MATTHEW, GAU, THOMAS, BENSON, PATTERSON, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.