A complete list of active advisors currently associated with The Retirement Planning Group, LLC
Warmer can help you find a great advisor at The Retirement Planning Group, LLC or one who fits your needs even better.
The Retirement Planning Group serves individual and high-net-worth clients — many of whom are approaching or in retirement — and also provides advisory and fiduciary services to retirement plans. The firm manages roughly $4.16 billion for several thousand client accounts and offers a range of services including asset management, income and financial planning, Social Security optimization, and retirement-plan consulting under ERISA. The firm’s client work is built around a formally structured retirement planning process that produces a personalized written plan and periodic updates; investment management emphasizes diversified allocations implemented chiefly with mutual funds and ETFs and periodic rebalancing in line with clients’ stated risk tolerance. TRPG disclaims tax efficiency as a primary objective unless separately agreed, but supplements portfolio management with in-house tax planning, tax preparation support, and formal financial-plan reviews. TRPG is part of a larger corporate group (Aretec/Cetera) and discloses affiliated broker-dealer and clearing arrangements (including Cetera Investment Services) and relationships with multiple custodians, which the firm says provide both operational scale and potential conflicts of interest to monitor. The firm’s combination of retirement-plan fiduciary consulting, in-house tax/CPA resources, bookkeeping and payroll services, and a Legacy Wealth Strategies program that coordinates estate-document work with outside attorneys is a distinctive operational footprint compared with many multi-team peers.
To learn more about the advisors currently working at The 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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")