RETIREMENT PLANNING GROUP, LLC

Overview

Retirement Planning Group, LLC is an independent registered investment adviser that focuses on individuals and families, delivering financial planning and portfolio management services for retail clients and small businesses. The firm operates on a percentage-of-assets fee model and appears to favor liquid, listed instruments as the backbone of client portfolios, with a notable allocation to exchange-traded equities. It does not position itself as a capital allocator, is not active in ESG investing, and does not operate across multiple states under a multi-state adviser model. Advisory activity centers on comprehensive planning and discretionary portfolio management. Given the mix of custody and investment choices (see below), the firm leans toward managed account solutions for tailored client mandates while supplementing those with pooled products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices