Retirement Planning Specialists, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ashland, OR. Its latest Form ADV filing, dated March 31, 2026, reports $371M in regulatory assets under management, 2 employees, and 1,651 accounts.
Assets Under Management
$371M
Employees
2
Offices
--
Total Clients
556
Primary office
ASHLAND, OR
241 MAPLE STREET, SUITE 101, ASHLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
556
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of March 31, 2026
Discretionary100.0%
$371M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$371M
Total Accounts1,651
10Y AUM Change+$178M (+92.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee278:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.