RETIREMENT PLANNING SOLUTIONS, LLC

Company Profile

As of Date 07/15/2026
ADV Location United States, KY
Websites
AUM* 518,535,199 58%
of that, discretionary 518,535,199 58%
Number of Employees 11 -42%
of those in investment advisory functions 6 -50%
Private Fund GAV* 0
Avg Account Size 180,235 15%
High Net Worth 5.79% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Disclosure Reporting

11.D(2) Other regulator found violation
11.D(4) Other regulator order (past 10 yrs)
View 1 DRP Record

Recent News

Reported AUM

467M 400M 334M 267M 200M 133M 67M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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