THE RETIREMENT PLANNING GROUP, LLC
SEC RegisteredRetirement Isn't A Solo Journey – So Go Beyond A Solo Advisor
About the firm
The Retirement Planning Group provides wealth management services through an in-house team of specialists covering planning, investing, taxes, retirement, estate, and beyond. The firm assigns each client a dedicated team consisting of a Wealth Manager, Tax Professional, Investment Team member, and Client Relationship Manager to proactively manage every aspect of clients' finances, retirement, and taxes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, tax preparation and filing, estate planning, Social Security analysis, college savings (529) account setup, portfolio rebalancing, and tax-saving strategies
Who they serve
Individuals planning for or in retirement, including those with IRA accounts, trusts, and college savings needs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,260 | $687M |
| High Net Worth Individuals | 1,488 | $3.3B |
| Charitable Organizations | 15 | $73M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
53 advisors in the directory
Regulatory & compliance
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE RETIREMENT PLANNING GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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