CRD: 139358
Retirement Planning Specialists, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-15-2006
- Office Locations
- 1
Office Locations
About Retirement Planning Specialists, Inc.
Retirement Planning Specialists, Inc. is an Oregon-based advisory firm led by Managing Partners Chad M. Smith, CFP®, and Chris Patterson, with dedicated operations and trading support. The team provides retirement, financial, estate, and insurance planning, including annuity, long-term care, and life insurance analysis. Portfolios commonly use ETFs and mutual funds and are custodied at Charles Schwab.
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Investment Themes
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Owner & Executives
CHRISTOPHER PATTERSON
Investment Advisor Representative, Managing Partner
- CRD
- #5240961
- Ownership
- 50% but less than 75%
CHAD MATTHEW SMITH
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2702144
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,590,050 | $224,464 |
| Non-Discretionary | $0 | -- |
| Total | $370,590,050 | $224,464 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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