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RETIREMENT PLANNING SPECIALISTS, INC.
S & P FINANCIAL, INC.
CRD 139358 · SEC 801-66205
241 MAPLE STREET, SUITE 101, ASHLAND, OR, 97520, United States
Phone
541-482-0138
Fax
541-488-6272
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.6M
Discretionary AUM
$370.6M
Team
2 total employees; 1 advisory reps; 556 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 556 | $370.6M |
States served
AZ, CA, CO, NV, NM, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD