firm profile
Retirement Planning Specialists, Inc.
Overview
Retirement Planning Specialists, Inc. is an SEC registered investment adviser based in Ashland, OR, registered since 2006. It reports $371M in assets under management across 1,651 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $371M
- Discretionary
- 100%
- Accounts
- 1,651
- Average account
- $224K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2006
- Jurisdictions
- 9
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Christopher Patterson Managing Partner CRD 5240961
- Chad Matthew Smith Chief Compliance Officer CRD 2702144
Advisory reps 2 of 2
- Christopher Ryan Patterson Insurance Agent · Investment Adviser Rep CRD 5240961
- Chad Matthew Smith Insurance Agent · Investment Adviser Rep CRD 2702144
Location
- Headquarters
- 241 Maple St Ste 101
Ashland, OR 97520 - County
- Jackson
- Metro area
- Medford, OR
- Region
- West
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: retirementplanningspecialists.com
Every state, with registration dates
Similar firms near Ashland
- Koenig Investment Advisory, LLCAshland, OR$258M AUM
- Schultz and Associates Inc.Ashland, OR$8.5M AUM
- Nagel & Padilla, LLCAshland, OR1 reps
- Cutler Investment GroupJacksonville, OR$1.5B AUM
- Practice Financial GroupJacksonville, OR$437M AUM
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