S & P FINANCIAL, INC.
Doing business as RETIREMENT PLANNING SPECIALISTS, INC.. SEC Form ADV profile.
Total regulatory AUM
$370,590,050
Discretionary
$370,590,050
Non-discretionary
$0
Firm details
- CRD number
- 139358
- SEC file number
- 801-66205
- Main office
- ASHLAND, OR, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.