Retirement Planning Services fees and pricing

Financial planner in Knoxville, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Retirement Planning Services charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Planning fees are negotiated at the discretion of your Advisory Representative and are either fixed or based on a maximum hourly rate of $500 /hour for Advisory Representatives’ time and $100 for clerical services time.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Retirement Planning Services bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The fee is payable at the presentation of the financial plan or as invoiced by RPS.”
  • “Fees for this service are paid quarterly in arrears.”
  • “The fee is calculated based upon the average daily value of your account computed and payable in arrears during the preceding month or quarter.”

How Retirement Planning Services’ fees compare

  • Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 11 of the 12 other planners in Knoxville that publish an hourly rate charge less.

About Retirement Planning Services

“We gather additional financial information and history from you about your retirement goals, investment horizon, cash flow needs, education spending plans, savings tendencies, and other applicable financial information to provide the planning services you request.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
248
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$245,979,415
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
289847
Website
linkedin.com/in/spencer-hall-4692775 (opens in new tab)
Phone
(865) 220-9311

Can advise clients in 5 states: Alabama, Florida, Georgia, Tennessee, Texas

Other planners in Knoxville that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.