American Retirement Planning Group Inc

Overview

American Retirement Planning Group Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships, and offers a mix of advisory billing arrangements including percentage-of-AUM, hourly, and fixed-fee engagements. Its advisory capabilities emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to its RIA activities, the firm conducts broker-dealer and insurance-broker business and has representatives registered with a broker-dealer. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.

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Public Holdings

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Location & Offices