Retirement Planning Solutions, LLC
Retirement Planning Solutions, LLC is an SEC-registered mass-market adviser in Louisville, KY with $467.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Retirement Planning Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311575, SEC 801-119926, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $467.0M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 17
- Clients
- 1,212
- CRD
- 311575
- Ownership
- RPS ADVISORY SOLUTIONS, LLC; Ellison, Michael, Jerome; Brooks, Rodney, Charles; LANHAM, BRYCE, HOWARD; GOFORTH, SONIA, ANN
How much AUM does Retirement Planning Solutions, LLC have?
Retirement Planning Solutions, LLC reported $467.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Retirement Planning Solutions, LLC?
Disclosed owners and executives of Retirement Planning Solutions, LLC include RPS ADVISORY SOLUTIONS, LLC, Ellison, Michael, Jerome, Brooks, Rodney, Charles, LANHAM, BRYCE, HOWARD, GOFORTH, SONIA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.