← Back to searchVisit website
RETIREMENT PLANNING SERVICES
HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847 · SEC 801-120012
4533 PAPERMILL DR, SUITE 101, KNOXVILLE, TN, 37909, United States
Phone
(865) 220-9311
Fax
(865) 220-9316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.0M
Discretionary AUM
$246.0M
Team
6 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $48.1M |
| High net worth individuals | 115 | $176.4M |
States served
AL, GA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD