RETIREMENT PLANNING SOLUTIONS, LLC

RETIREMENT PLANNING SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 132118). Regulatory assets under management: $51.5M.

Registration

• CRD: 132118
• Type: Registered investment adviser
• Phone: 608/831-9788
• Latest filing: 2026-03-09
• Regulatory AUM: $51.5M
• Discretionary AUM: $51.5M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132118 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search