AMERICAN RETIREMENT PLANNING GROUP INC

Overview

American Retirement Planning Group Inc. is an independent registered investment adviser and corporate RIA that provides a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm pairs advisory services with broker-dealer and insurance broker activities, positioning itself to deliver investment management alongside brokerage and insurance solutions. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees, which supports both ongoing portfolio relationships and discrete planning or consulting engagements. Investment activity shows a clear tilt toward publicly traded equities: exchange-traded securities are the dominant asset type in client portfolios. The firm is not an active ESG investor and is not structured as a multi-state or capital-allocating adviser. Its client base spans individual and family relationships as well as institutional clients, and custody relationships and SMA capability indicate a focus on managed-account delivery alongside retail wrappers.

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