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.
Firm
The Retirement Planning Group, LLC
Location
Leawood, KS 66211
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
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
2022 - Present (4 years)
Financial Engines Advisors L.L.C.
2016 - 2022 (6 years)
Tmfs Advisors, Llc
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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