Reed Hersma
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
Series 65
Industry experience
4 years
Reed Hersma is a financial advisor at The Retirement Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions in education, business, and small business ownership prior to joining The Retirement Planning Group in 2021. The Retirement Planning Group serves individual and high-net-worth clients, many of whom are approaching or in retirement, as well as retirement plans. The firm manages approximately $4.16 billion across several thousand client accounts, offering services such as asset management, income and financial planning, Social Security optimization, and retirement-plan consulting under ERISA, with a focus on a structured retirement planning process and diversified investment allocations.
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
The Retirement Planning Group
2021 - Present (5 years)
Ryan Transportation
2021 - 2021 (1 year)
Lawrence Public Schools
2021 - 2021 (1 year)
University of Kansas School of Business
2020 - 2021 (1 year)
Terra Nova Lawn Care LLC
2020 - 2020 (1 year)
Shawn & Sons Artisan Pub and Coffeehouse
2019 - 2020 (1 year)
Young Life Adventures: Northbound
2019 - 2019 (1 year)
Young Life Adventures: Northbound
2019 - 2019 (1 year)
Young Life Camping: Michindoh
2019 - 2019 (1 year)
The University of Kansas
2017 - 2021 (4 years)
The University of Kansas Student Housing
2017 - 2018 (1 year)
Little Pops Pizzeria
2015 - 2017 (2 years)
Naperville Central High School
2013 - 2017 (4 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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