S & P FINANCIAL, INC.
Legal name: RETIREMENT PLANNING SPECIALISTS, INC.
CRD #139358 SEC #801-66205 ASHLAND, OR 541-482-0138
SEC Registered
Total AUM
$323.6M
Discretionary
$323.6M
Employees
2
Clients
51
Accounts
1,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $323.6M | $323.6M | $0 | 2 | 525 |
| Apr 2024 | $268.4M | $268.4M | $0 | 2 | 479 |
| Apr 2023 | $247.8M | $247.8M | $0 | 2 | 419 |
| Jul 2022 | $269.1M | $269.1M | $0 | 2 | 405 |
| May 2021 | $231.5M | $231.5M | $0 | 2 | 389 |
| Jun 2020 | $205.6M | $205.6M | $0 | 2 | 0 |
| Aug 2019 | $214.7M | $19.9M | $194.8M | 2 | 0 |
| Aug 2019 | $214.7M | $19.9M | $194.8M | 2 | 0 |
| Apr 2019 | $195.5M | $20.9M | $174.7M | 2 | 290 |
| Jun 2018 | $199.5M | $10.5M | $189M | 2 | 280 |
| Mar 2017 | $192.8M | $4.8M | $188M | 2 | 354 |
| Mar 2016 | $186.7M | $0 | $186.7M | 2 | 340 |
| Mar 2015 | $212.8M | $0 | $212.8M | 2 | 340 |
| Mar 2014 | $202.2M | $5.7M | $196.5M | 5 | 300 |
| May 2013 | $181.9M | $14.5M | $167.3M | 4 | 300 |
| Mar 2012 | $184M | $21M | $163M | 6 | 300 |
| Mar 2011 | $178.6M | $0 | $178.6M | 10 | -- |
| Mar 2007 | $238.3M | $0 | $238.3M | 5 | -- |
| Jan 2007 | $145M | $0 | $145M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$323.6M
Discretionary$323.6M
Non-Disc.$0
Employees2
Clients525
DateApr 2024
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees2
Clients479
DateApr 2023
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees2
Clients419
DateJul 2022
Total AUM$269.1M
Discretionary$269.1M
Non-Disc.$0
Employees2
Clients405
DateMay 2021
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees2
Clients389
DateJun 2020
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$214.7M
Discretionary$19.9M
Non-Disc.$194.8M
Employees2
Clients0
DateAug 2019
Total AUM$214.7M
Discretionary$19.9M
Non-Disc.$194.8M
Employees2
Clients0
DateApr 2019
Total AUM$195.5M
Discretionary$20.9M
Non-Disc.$174.7M
Employees2
Clients290
DateJun 2018
Total AUM$199.5M
Discretionary$10.5M
Non-Disc.$189M
Employees2
Clients280
DateMar 2017
Total AUM$192.8M
Discretionary$4.8M
Non-Disc.$188M
Employees2
Clients354
DateMar 2016
Total AUM$186.7M
Discretionary$0
Non-Disc.$186.7M
Employees2
Clients340
DateMar 2015
Total AUM$212.8M
Discretionary$0
Non-Disc.$212.8M
Employees2
Clients340
DateMar 2014
Total AUM$202.2M
Discretionary$5.7M
Non-Disc.$196.5M
Employees5
Clients300
DateMay 2013
Total AUM$181.9M
Discretionary$14.5M
Non-Disc.$167.3M
Employees4
Clients300
DateMar 2012
Total AUM$184M
Discretionary$21M
Non-Disc.$163M
Employees6
Clients300
DateMar 2011
Total AUM$178.6M
Discretionary$0
Non-Disc.$178.6M
Employees10
Clients--
DateMar 2007
Total AUM$238.3M
Discretionary$0
Non-Disc.$238.3M
Employees5
Clients--
DateJan 2007
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--