HALL RETIREMENT PLANNING SERVICES, LLC
Legal name: RETIREMENT PLANNING SERVICES
CRD #289847 SEC #801-120012 KNOXVILLE, TN (865) 220-9311
SEC Registered
Total AUM
$196.6M
Discretionary
$196.6M
Employees
6
Clients
101
Accounts
492
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $196.6M | $196.6M | $0 | 6 | 0 |
| Aug 2025 | $196.6M | $196.6M | $0 | 6 | 0 |
| Aug 2025 | $196.6M | $196.6M | $0 | 6 | 0 |
| Feb 2025 | $196.6M | $196.6M | $0 | 6 | 0 |
| Nov 2024 | $176.2M | $176.2M | $0 | 5 | 0 |
| Jan 2024 | $176.2M | $176.2M | $0 | 5 | 0 |
| Sep 2023 | $147.9M | $147.9M | $0 | 5 | 0 |
| Sep 2023 | $147.9M | $147.9M | $0 | 5 | 0 |
| May 2023 | $147.9M | $147.9M | $0 | 5 | 0 |
| Apr 2023 | $147.9M | $147.9M | $0 | 5 | 0 |
| Jan 2023 | $147.9M | $147.9M | $0 | 5 | 0 |
| Feb 2022 | $153.8M | $153.8M | $0 | 5 | 0 |
| Nov 2021 | $131.6M | $131.6M | $0 | 5 | 3 |
| Nov 2021 | $131.6M | $131.6M | $0 | 5 | 3 |
| Sep 2021 | $116.1M | $116.1M | $0 | 5 | 3 |
| Jun 2021 | $116.1M | $116.1M | $0 | 4 | 3 |
| Jun 2021 | $116.1M | $116.1M | $0 | 4 | 3 |
| May 2021 | $116.1M | $116.1M | $0 | 4 | 3 |
| Apr 2021 | $116.1M | $116.1M | $0 | 4 | 3 |
| Mar 2021 | $116.1M | $116.1M | $0 | 4 | 3 |
| Jan 2021 | $110.2M | $110.2M | $0 | 4 | 3 |
| Jan 2021 | $110.2M | $110.2M | $0 | 4 | 3 |
| Dec 2020 | $110.2M | $110.2M | $0 | 4 | 3 |
| Nov 2020 | $110.2M | $110.2M | $0 | 4 | 3 |
DateNov 2025
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients3
DateNov 2021
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients3
DateSep 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees5
Clients3
DateJun 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients3
DateJun 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients3
DateMay 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients3
DateApr 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients3
DateMar 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients3
DateJan 2021
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients3
DateJan 2021
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients3
DateDec 2020
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients3
DateNov 2020
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients3