Joshua Gembala
Advisor at The Retirement Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Retirement Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66211
Credentials
CFP®, Series 65
Industry experience
5 years
Joshua Gembala is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at The Retirement Planning Group, LLC since 2024 and previously held roles at Creative Planning, Inc., Precision Officials, and educational institutions including The University of Kansas and Johnson County Community College. The Retirement Planning Group, LLC serves individual and high-net-worth clients, many nearing or in retirement, as well as retirement plan advisory clients. The firm manages approximately $4.16 billion through a formally structured retirement planning process and emphasizes diversified investment allocations primarily using mutual funds and ETFs.
Based on The Retirement Planning Group, LLC
Based on The Retirement Planning Group, LLC
Fixed fee rates generally begin at $1,000 for non-management advisory or financial planning services.
$0+: 0.25% per year +: up to 2.00% per year
Hourly rates generally begin at $300 per hour.
Fee-only: Fee-only investment advisor; compensated solely by management fees based on assets under management.
11460 Tomahawk Creek Pkwy, Suite 400
Leawood, KS 66211
Kansas · Missouri · Texas
The Retirement Planning Group
2024 - Present (2 years)
Creative Planning, Inc.
2020 - 2024 (4 years)
Precision Officials
2019 - 2020 (1 year)
The University of Kansas
2017 - 2019 (2 years)
Heritage Christian Academy
2016 - 2017 (1 year)
Johnson County Community College
2015 - 2017 (2 years)
Chick-fil-A
2013 - 2020 (7 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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