CRD: 132118
Retirement Planning Solutions, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-28-2004
- Office Locations
- 1
Office Locations
About Retirement Planning Solutions, LLC
Retirement Planning Solutions, LLC provides financial planning and discretionary portfolio management for retail clients, with a goal-based approach focused on simplifying finances and delivering tax-efficient, risk-aware returns. The firm invests client accounts using the same strategies used for its own assets, with portfolios heavily implemented via ETFs alongside U.S. government/agency bonds and cash, and custody through Schwab.
Team overview
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Custodian
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM PATRICK MCDONALD
Chief Compliance Officer, Financial Advisor, General Partner, Manager
- CRD
- #4404937
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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