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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2017
- Office Locations
- 1
Office Locations
About Retirement Planning Services
Retirement Planning Services is a Knoxville, TN wealth management firm focused on clients approaching or in retirement and those navigating major life transitions. The team provides integrated financial planning and investment management alongside tax planning, health insurance guidance, estate planning, and Social Security/pension optimization to create a cohesive retirement plan. Values-aligned planning is central, with optional biblical stewardship education via its Second Half Stewardship podcast. Custody includes Fidelity/NFS.
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Owner & Executives
SPENCER STANTON HALL
Chief Compliance Officer, President
- CRD
- #5821183
- Ownership
- 75% or more
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Austin Perrone McLaughlin
--
- CRD
- #7355098
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,979,415 | $482,313 |
| Non-Discretionary | $0 | -- |
| Total | $245,979,415 | $482,313 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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