Retirement Planning Solutions

Retirement Planning Firm in San Diego County, CA

Firm Info
Address: 16486 Bernardo Center Dr UNIT 170, San Diego, CA 92128, USA
Website:
Phone: (760) 929-9571

Firm Size
Assets Under Management: $103.8 million
# of Advisors: 4
# of Clients: 654
Client to Advisor Ratio: 164:1
Average Account Size: $158,756
# of Offices: 1

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

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)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Retirement Planning Solutions, LLC Overview

RETIREMENT PLANNING SOLUTIONS, LLC is a fee-only registered investment advisory firm that operates out of its headquarters in Louisville, Kentucky. Since its founding in 2020, the firm has specialized in providing investment advice only to its clients. Their objective is to help clients achieve their financial goals and ensure a secure future for their retirement. The firm offers a range of services that include financial planning and portfolio management for both individuals and small businesses. Their approach is customized to meet the unique needs and goals of each client, taking into account their financial situation, risk tolerance, investment goals, and time horizon. In addition to investment advice and portfolio management, the firm also provides other financial consulting services that do not result in a formal financial plan. These services are designed to help clients make informed financial decisions and navigate complex financial situations. The team at RETIREMENT PLANNING SOLUTIONS, LLC is committed to providing personalized and attentive service to each of their clients, helping them achieve their financial goals and plan for a secure retirement.

RETIREMENT PLANNING SOLUTIONS, LLC is a financial advisory firm that caters to a diverse range of clients. Their client base encompasses both individuals and high net worth individuals seeking sound financial advice to help plan their retirement. The firm understands that each client has unique financial goals and needs and, therefore, provides a comprehensive range of services tailored to their clients' specific needs. RETIREMENT PLANNING SOLUTIONS, LLC provides various fee structures to its clients, depending on the service provided. For instance, clients who opt for the percentage of AUM fee structure have to pay a percentage of their assets under management to the firm as compensation. Likewise, the hourly fee structure tends to be more suitable for clients seeking occasional advice or seeking to address a particular short-term need. The firm offers fixed fees to clients who need a comprehensive retirement planning solution, ensuring no ambiguity regarding the cost of services. RETIREMENT PLANNING SOLUTIONS, LLC ensures transparency in fee structures, helping clients make informed decisions.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Retirement Planning Solutions, LLC does not mention anything about investment minimums. Therefore, it is unclear what the minimum investment required by the firm is.

How This Office Can Help San Diego County, CA Residents

Retirement Planning Solutions, based in San Diego County, CA, offers comprehensive retirement planning services to help clients navigate their financial future. Whether you are just starting to save for retirement or are nearing retirement age, Retirement Planning Solutions can help you create a customized plan tailored to your unique financial situation. San Diego County residents face a variety of financial challenges that can impact their retirement planning, including the high cost of living, rising healthcare costs, and the substantial cost of caring for aging parents or other family members. Retirement Planning Solutions can provide guidance on managing these financial pressures while also creating a strategy that can help ensure your retirement goals are met. With a focus on wealth management, tax planning, and estate planning, Retirement Planning Solutions is dedicated to providing individuals and families with the tools and expertise needed for a secure and financially stable retirement.

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

Services Offered by Retirement Planning Solutions, LLC

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 Solutions, LLC 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
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 16486 Bernardo Center Dr UNIT 170, San Diego, CA 92128, USA
Phone (760) 929-9571
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 3432 STONY SPRING CIRCLE, LOUISVILLE, KY 40220, United States

This firm has no other locations.

State Registrations

Retirement Planning Solutions, LLC is registered to service clients in the following states:

  • Connecticut
  • Florida
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Ohio
  • Tennessee
  • Texas

Disciplinary History

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