S & P FINANCIAL, INC.

RETIREMENT PLANNING SPECIALISTS, INC.
ASHLAND, Oregon·3 registered advisors·CRD# 139358
SEC# 801-662050541-482-0138
01

Firm Overview

AUM
$268M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at S & P FINANCIAL, INC.

3 registered advisors
Chad Matthew Smith
ASHLAND, Oregon
Christopher Patterson
ASHLAND, Oregon
Thomas Benson Gau
ASHLAND, Oregon
05

Office Locations

ASHLAND, Oregon
3 advisors

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Data sourced from SEC Form ADV filings. S & P FINANCIAL, INC. (CRD# 139358) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.