Investment adviser · CRD 311575
RETIREMENT PLANNING SOLUTIONS, LLC
Investment adviser filing (IA)
RPS ADVISORY SOLUTIONS, LLC
LOUISVILLE, KY, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $467M Form ADV · Item 5.F
- Client accounts
- 2,812 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,136 | $303,211,310 | 64.9% |
| High-net-worth individuals | 74 | $162,689,068 | 34.8% |
| Charities | Fewer than 5 | $1,134,821 | 0.2% |
Filing source
Form ADV 2117004 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3432 STONY SPRING CIRCLELOUISVILLE, KY, 40220, United States
CRD 311575
Filing source
Form ADV 2117004 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.