Retirement Planning Services
Retirement Planning Services is an SEC-registered mass-market adviser in Knoxville, TN with $246.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Retirement Planning Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289847, SEC 801-120012, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $246.0M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Knoxville, TN
- Employees
- 6
- Clients
- 248
- CRD
- 289847
- Ownership
- HALL, SPENCER, STANTON
How much AUM does Retirement Planning Services have?
Retirement Planning Services reported $246.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Retirement Planning Services?
Disclosed owners and executives of Retirement Planning Services include HALL, SPENCER, STANTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.