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THE RETIREMENT PLANNING GROUP, LLC
4811 W. 136th Street
Leawood, Kansas 66224
Tel: 913-498-8898
About THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, LLC, formally registered with the SEC as THE RETIREMENT PLANNING GROUP, LLC. The firm was established in 01/16/2004. They have over 5 offices throughout the country.
THE RETIREMENT PLANNING GROUP, LLC is a Leawood, Kansas based Financial Planning firm with nearly $2,628,804,481 assets under management, offering retirement planning & investment advisory services to 8607 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129625 |
| SEC# | 801-62655 |
| Assets Managed by Firm | $2,628,804,481 |
| No. of Clients | 8607 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8607 | $2,628,804,481 |
| Individuals (other than high net worth individuals) | 1911 | $475,409,731 |
| High net worth individuals | 969 | $2,153,394,750 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $217,399,324,981 | 269686 | 1428 | |
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
| $27,082,623,332 | 277294 | 578 | |
| $24,362,866,552 | 30635 | 353 |
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