THE RETIREMENT PLANNING GROUP, LLC

Overview

The Retirement Planning Group, LLC is an independent registered investment adviser formed in 2004 that serves both individual/family and institutional clients. The firm operates as a limited liability company and charges clients via percentage-of-assets and fixed-fee arrangements. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting work, and client education through published periodicals and seminars. The firm maintains a broad set of industry relationships—across broker-dealers, trust companies, banks, insurance firms, municipal advisors, law and accounting practices—which suggests they coordinate with third-party specialists when needed for custody, trust, tax, and insurance solutions. The Retirement Planning Group was recognized by FA Magazine in 2020 as a top RIA firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices