Rodney Brooks
Rodney Brooks is a registered investment advisor at Retirement Planning Solutions, LLC, based in Louisville, KY, with 32 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,066 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPS Advisory Solutions charges a negotiable fee for investment management services, up to a maximum of 2.50% of the average daily balance of your account each month. The exact fee depends on the specific advisory program and may be negotiable. In addition to the investment advisory fee, RPS also charges a technology fee of up to $100 per month, which is also negotiable.
Location
3432 Stony Spring Circle, Louisville, KY, 40220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rodney is an Investment Adviser Representative for Retirement Planning Solutions LLC/RPS Advisory Solutions and Silver Oak Securities, Inc., and a consultant for Clover Wealth Partners, LLC. He also owns KKGAM, INC, a holding company, and dedicates about half of his time to these activities.
Employment History
Current Registrations
Retirement Planning Solutions, LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Magnate Advisory Services, LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
J.C. Bradford & CO.Broker
A. G. Edwards & Sons, INC.Broker
Interstate/johnson Lane CorporationBroker
Securities America, INC.Broker
Ffp Securities, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.