CRD: 311575
Retirement Planning Solutions, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2020
- Office Locations
- 2
Office Locations
About Retirement Planning Solutions, LLC
Retirement Planning Solutions, LLC is a Kentucky-based comprehensive wealth manager focused on retirement professionals and individuals nearing or in retirement. The firm provides financial and retirement income planning, investment management, tax diversification strategies, and estate/legacy and education funding guidance, using an educational planning process to help clients stick to their strategy through market shifts. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Jerome Ellison
Chief Executive Officer, President
- CRD
- #2167438
- Ownership
- 75% or more
Sonia Ann Goforth
Chief Compliance Officer
- CRD
- #2544170
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
LAWRENCE WELLS CARTER
Wealth Advisor
- CRD
- #2058988
Noah Ross Ellison
Wealth Advisor
- CRD
- #7115241
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $467,035,199 | $166,086 |
| Non-Discretionary | $0 | -- |
| Total | $467,035,199 | $166,086 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing