The Retirement Planning Group, Inc. is a large advisory firm based in Leawood. It manages $861.89 million of regulatory assets for 3,250 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
The Retirement Planning Group provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Retirement Planning Group, Inc. is $861.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2911% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Retirement Planning Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of The Retirement Planning Group is individuals with 1,160 clients and $689.34 million of assets under management. Among the 12 most similar advisory firms, The Retirement Planning Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $861.89 million for 1,171 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Retirement Planning Group doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Suzanne Lee Mcdonald joined the executive team most recently as the Chief Operating Officer.
The principal office where The Retirement Planning Group, Inc. performs its advisory services is located at 4811 W. 136 Th Street, Leawood, KS 66224, which is also the mailing address of the firm. An additional office of the firm is in Chesterfield, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-498-8898 or by fax 913-498-8897. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at advisorbailout.com.