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RETIREMENT PLANNING SOLUTIONS, LLC
RPS ADVISORY SOLUTIONS, LLC
CRD 311575 · SEC 801-119926
3432 STONY SPRING CIRCLE, LOUISVILLE, KY, 40220, United States
Phone
502-499-5668
Fax
502-499-5669
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$467.0M
Discretionary AUM
$467.0M
Team
17 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1136 | $303.2M |
| High net worth individuals | 74 | $162.7M |
| Charitable organizations | 2 | $1.1M |
States served
CO, GA, IL, IN, KY, LA, MD, NC, OH, OR, PA, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD