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RETIREMENT PLANNING SERVICES
Legal name: HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847File 801-120012
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$246.0M
Below cohort median (national)
Discretionary AUM
$246.0M
Clients
248
510 accounts
Employees
6
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 6, 2021
- Principal office
- 4533 PAPERMILL DR, SUITE 101, KNOXVILLE, TN, 37909
- Phone
- (865) 220-9311
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.0M
- Discretionary AUM
- $246.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 510
- Non-discretionary accounts
- 0
- Total accounts
- 510
- AUM per client
- $992K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $21.5M |
| High net worth individuals | 115 | $176.4M |
| Individuals (other than high net worth individuals) | 133 | $48.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 241 | 248 | increased by7 |
| Apr 1, 2026 | AUM | $196,619,523 | $245,979,415 | increased by$49,359,892 |
| Apr 1, 2026 | Accounts | 492 | 510 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 215 | 241 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $153,751,610 | $196,619,523 | increased by$42,867,913 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 413 | 492 | increased by79 |
| Mar 1, 2022 | Clients | 199 | 215 | increased by16 |
| Mar 1, 2022 | AUM | $131,562,076 | $153,751,610 | increased by$22,189,534 |
| Mar 1, 2022 | Accounts | 342 | 413 | increased by71 |
| Dec 1, 2021 | Custody | No | Yes | |
| Dec 1, 2021 | Clients | 208 | 199 | decreased by9 |
| Dec 1, 2021 | AUM | $116,124,654 | $131,562,076 | increased by$15,437,422 |
| Dec 1, 2021 | Accounts | 305 | 342 | increased by37 |
| Oct 1, 2021 | Employees | 4 | 5 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT PLANNING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.