A complete list of active advisors currently associated with Retirement Planning Group, LLC

Warmer can help you find a great advisor at Retirement Planning Group, LLC or one who fits your needs even better.

Retirement Planning Group provides wealth management, discretionary investment management, and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and corporations. The firm reports managing about $375 million in client assets across roughly 1,043 client relationships served by a four‑advisor team. Investment portfolios are built around strategic asset allocation and a generally long‑term orientation using low‑cost mutual funds and ETFs, with the firm applying both fundamental and technical analysis. The Advisor may also employ bonds, retain legacy positions for tax or fit reasons, and uses options contracts and other derivative strategies within separately managed accounts when deemed appropriate. Distinctive items in the brochure include an unusually high client load per advisor (well over 200 clients per advisor) and the explicit use of derivatives in client accounts, both of which are less common among peer teams. The firm also discloses an institutional relationship with a major custodian that provides platform support and launch assistance, and notes that several advisory persons maintain broker‑dealer and insurance licenses and may receive commission‑based compensation in their separate capacities, a potential conflict the firm describes and discloses.

To learn more about the advisors currently working at Retirement Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.