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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 2 offices throughout the country.
THE RETIREMENT PLANNING GROUP, LLC is a Leawood, Kansas based Financial Planning firm with nearly $1,549,489,960 assets under management, offering retirement planning & investment advisory services to 6117 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 129625 |
| SEC# | 801-62655 |
| Assets Managed by Firm | $1,549,489,960 |
| No. of Clients | 6117 |
| No. of Advisors | 24 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6117 | $1,549,489,960 |
| Individuals (other than high net worth individuals) | 1279 | $316,653,814 |
| High net worth individuals | 565 | $1,232,836,146 |
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