Spencer Hall
Retirement Planning Services · Knoxville, Tennessee
Spencer Hall is a fee-only financial advisor at Retirement Planning Services in Knoxville, Tennessee, who holds the CFP credential. Spencer focuses on retirement planning, tax planning and estate & legacy planning. Retirement Planning Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Retirement Planning Services |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $246.0M across 510 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 5821183 |
| Exams passed | Series 66 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.seriousretirement.com |
| Profile |
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Questions about Spencer
Is Spencer Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and Retirement Planning Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Spencer charge for financial advice?
Spencer's firm, Retirement Planning Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Spencer charge?
According to Retirement Planning Services's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Spencer Hall based?
Spencer Hall is based in Knoxville, Tennessee.
What does Spencer specialize in?
Spencer's specialties include retirement planning, tax planning and estate & legacy planning. Spencer works with retirees, pre-retirees and mid-life transitions.
What credentials does Spencer Hall hold?
Spencer Hall holds the CFP credential.
Is Spencer Hall registered with the SEC?
Yes. Spencer Hall is registered as an investment adviser representative in TN and TX (CRD 5821183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Planning Services manage?
Retirement Planning Services reports $246.0M across 510 accounts in assets under management.
How do I contact Spencer Hall?
Through Spencer's website, www.seriousretirement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Retirement Planning Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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