← Tributary

RETIREMENT PLANNING SERVICES

KNOXVILLE, TN · CRD 289847 · IAPD ↗ · (865) 220-9311

$246.0MRegulatory AUM
2Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — RETIREMENT PLANNING SERVICES reported RAUM up 25% ($196.6M -> $246.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — RETIREMENT PLANNING SERVICES notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.