Retirement Planning Services

Wealth Management Firm in Knox County, TN

Firm Info
Address: 9729 Cogdill Rd #302, Knoxville, TN 37932, USA
Phone: (865) 220-9311

Firm Size
Assets Under Management: $153.8 million
# of Advisors: 1
# of Clients: 413
Client to Advisor Ratio: 413:1
Average Account Size: $372,280
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Retirement Planning Services Overview

Retirement Planning Services is a fee-only Registered Investment Advisory firm based in Knoxville, TN, offering investment advice only. The firm has been operational since 2021, providing personalized financial planning and portfolio management services to individuals and small businesses. As a fee-only advisor, Retirement Planning Services does not receive commissions or any form of compensation for recommending investments, ensuring that all advice is unbiased and in the best interest of clients. The firm's financial planning services are tailored to each client's specific needs and goals, covering areas such as retirement savings and income planning, tax planning, estate planning, insurance planning, and more. Retirement Planning Services takes a comprehensive approach to portfolio management, incorporating each client's unique risk tolerance and investment objectives to build a diversified portfolio that maximizes returns while minimizing risk. At Retirement Planning Services, clients can rest assured that their financial well-being is in good hands. The firm's team of experienced advisors is committed to helping clients achieve their financial goals, providing personalized guidance, ongoing education, and regular portfolio reviews to ensure that clients stay on track. For those seeking professional investment advice and support, Retirement Planning Services is an excellent choice.

RETIREMENT PLANNING SERVICES is a reputable firm that serves a wide range of clients. To cater to different needs, the firm designs customized retirement plans and manages assets for individuals, including high net worth individuals. Whether clients are retirees, professionals, or business owners, the experts at RETIREMENT PLANNING SERVICES strive to achieve their goals. They provide tailored solutions that meet the unique needs of each client, from investment selection to insurance coverage and asset protection. RETIREMENT PLANNING SERVICES offers flexible fee structures that align with the specific services they provide. For those who entrust their assets to the firm, they can choose to pay a percentage of the assets under management (AUM), meaning they only pay a fee when their portfolio grows. For others who need less hands-on management, they can pay a fixed fee for services such as financial planning and consulting. This fee structure ensures transparency and fairness, and each client fully understands what they are paying for. RETIREMENT PLANNING SERVICES's fee structures are a testament to their commitment to providing excellent services while being mindful of affordability.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Retirement Planning Services does not mention any investment minimums.

How This Office Can Help Knox County, TN Residents

Retirement Planning Services offers comprehensive financial planning and wealth management services to clients in Knox County, TN. They understand that each client’s financial goals and needs are unique and they work closely with them to develop tailored strategies to help them achieve their retirement goals. The team at Retirement Planning Services provides guidance and advice on retirement savings, investment management, social security planning, estate planning, and tax planning. Knox County, TN residents may face a variety of financial challenges as they plan for retirement. Many may have little or no savings for retirement due to low earnings, a lack of access to employer-sponsored retirement plans, or unexpected expenses. Others may have limited information on how to optimize their social security benefits, manage their investments, or minimize their income taxes. Retirement Planning Services provides the expertise, resources, and support necessary for clients to overcome these obstacles and achieve financial security in retirement. With their guidance, Knox County residents can build a retirement plan that is personalized, effective, and sustainable for the long term.

To view the Minimum Investment and Fee Schedule for Retirement Planning Services, visit their Part 2 Brochure.

Services Offered by Retirement Planning Services

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Retirement Planning Services most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9729 Cogdill Rd #302, Knoxville, TN 37932, USA
Phone (865) 220-9311
Opening Hours
  • Mon 8:30 AM–4 PM
  • Tue 8:30 AM–4 PM
  • Wed 8:30 AM–4 PM
  • Thu 8:30 AM–4 PM
  • Fri 8:30 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Retirement Planning Services is registered to service clients in the following states:

  • Alabama
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Retirement Planning Services does not have any disclosures. Please visit it's Form ADV for more details.