Chad Smith is a CFP-designated registered investment advisor at Retirement Planning Specialists, INC., based in Ashland, OR, with 30 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 556 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated on a per client basis.
Fee Estimator
Location
241 Maple Street, Suite 101, Ashland, OR, 97520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad assists with training support staff at the Academy of Preferred Financial Advisors and is the President of Smith Consulting Group, LLC, created to manage his salary. He also owns 50% of a rental property in Sunriver, Oregon, through Ravensmith Holdings, LLC, with minimal involvement.
Employment History
Current Registrations
Retirement Planning Specialists, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Oregon Pacific Financial Advisors INC
Sunamerica Securities, INC.Broker
State Registrations2 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.
Exams
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