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Retirement Planning Services, Inc. (Oak Ridge)


Retirement Planning Services, Inc. is a large advisory firm based in Oak Ridge. It manages $26.21 million of regulatory assets for 196 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Tennessee.

Retirement Planning Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Planning Services: assets under management

The assets under management (AUM) of Retirement Planning Services, Inc. is $26.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Planning Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oak Ridge

The principal office where Retirement Planning Services, Inc. performs its advisory services is located at 1062 Oak Ridge Turnpike, Oak Ridge, TN 37830 6479, which is also the mailing address of the firm. An additional office of the firm is in Knoxville, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 865-220-9311 or by fax 865-220-9316. The normal business hours are 8:30am - 4:00pm on Monday - Friday.


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