GRP RETIREMENT PLANNING

Overview

GRP Retirement Planning is an independent registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing investment management relationships and stand‑alone planning work. Investment activity is skewed toward public equities, with a clear preference for exchange‑traded instruments. The firm appears to run equity-centric portfolios, using liquid, tradable instruments as the backbone of client accounts while layering in other products where appropriate. GRP Retirement Planning does not identify as an active ESG investor; its practice emphasizes traditional equity allocation and alignment of investment solutions with client goals rather than thematic ESG mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices