GPS PLANNING SOLUTIONS, LLC

OAK TREE FINANCIAL SERVICES, LLC
HUNTSVILLE, Alabama·2 registered advisors·CRD# 175281
SEC# 801-1235620(256) 704-9400
01

Firm Overview

AUM
$112M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GPS PLANNING SOLUTIONS, LLC

2 registered advisors
Richard Daniel Gregory
HUNTSVILLE, Alabama
Ronnie Paul Moody
HUNTSVILLE, Alabama
05

Office Locations

HUNTSVILLE, Alabama
2 advisors

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Data sourced from SEC Form ADV filings. GPS PLANNING SOLUTIONS, LLC (CRD# 175281) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.