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RETIREMENT PLANNING SPECIALISTS, INC.
RETIREMENT PLANNING SPECIALISTS, INC.
RETIREMENT PLANNING SPECIALISTS
WILLOW GROVE, Pennsylvania
·
1 registered advisor
·
CRD# 157811
SEC# 801-77839
0
215-657-8600
01
Firm Overview
AUM
$197M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at RETIREMENT PLANNING SPECIALISTS, INC.
1 registered advisor
Joseph Philip Sarappo
WILLOW GROVE, Pennsylvania
CRD# 1868768
05
Office Locations
WILLOW GROVE, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. RETIREMENT PLANNING SPECIALISTS, INC. (CRD# 157811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.