RETIREMENT PLANNING GROUP, LLC

Overview

Retirement Planning Group, LLC is a small, owner‑run registered investment adviser organized as a limited liability company. The firm’s advisory activities center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when needed. Its fee model combines a percentage of assets under management with the option for fixed fees, matching a hybrid planning-and-portfolio approach. The firm is listed as a capital allocator with a clear tilt toward equity exposure. It is not identified as an active ESG investor and is not designated a multi‑state adviser in its filing. Retirement Planning Group also reports working with other advisers, which suggests it can supplement its in‑house management with outsourced strategies or model managers for specific mandates.

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Location & Offices