Wealth Manager
    SEC Registered
    Manages Private Funds

    Retirement Planning Solutions, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #311575

    Assets Under Management
    $467M
    Client Accounts
    2,812
    Employees
    17
    CRD Number
    311575
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Retirement Planning Solutions, LLC

    Retirement Planning Solutions, LLC is an SEC-registered investment advisory firm offering customized portfolio management and wealth management services for middle-income retirees and high-net-worth individuals. It provides financial planning and investment management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Retirement Planning Solutions, LLC

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    Frequently Asked Questions

    What is Retirement Planning Solutions, LLC's AUM?

    Retirement Planning Solutions, LLC reports approximately $467M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Retirement Planning Solutions, LLC headquartered?

    Retirement Planning Solutions, LLC is headquartered in Louisville, Kentucky.

    What is Retirement Planning Solutions, LLC's CRD number?

    Retirement Planning Solutions, LLC's CRD number is 311575. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Retirement Planning Solutions, LLC manage?

    Retirement Planning Solutions, LLC manages approximately 2,812 client accounts according to its latest SEC filing.

    Is Retirement Planning Solutions, LLC SEC registered?

    Yes, Retirement Planning Solutions, LLC is registered with the SEC as an investment adviser with an approved registration status.

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