Retirement Planning Group, LLC

Overview

Retirement Planning Group, LLC is an independent SEC-registered RIA formed in 2020 and organized as a limited liability company with individual ownership. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management and focusing on financial planning and portfolio management for individuals and small businesses. It is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser; it does not provide pension consulting or operate as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives