Retirement Planning Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,400,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Retirement Planning Group, LLC provides discretionary investment management and financial planning services to pooled and institutional accounts and to individual and high‑net‑worth investors. Offerings include managed account programs, ongoing portfolio supervision, and written financial planning and consulting tied to clients’ objectives and risk profiles.
The firm tailors investment advice to clients’ time horizons and risk tolerances and typically implements diversified asset‑allocation strategies using techniques such as dollar‑cost averaging, technical and fundamental inputs, and both long‑ and short‑term positions. When appropriate, RPG recommends and delegates portfolio management to unaffiliated third‑party sub‑advisors and maintains supervisory responsibility for those managers as part of its comprehensive client service model.
Noteworthy aspects include the firm’s willingness—uncommon for its investment‑manager peers—to serve individual investors in addition to pooled or institutional mandates, and its routine selection and oversight of other advisers to manage client assets. The firm is recently established, discloses that its principal is also a licensed insurance agent who may offer commissionable products, and notes use of service providers that employ artificial intelligence components with periodic due diligence.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
General estate planning guidance
Fee options
Financial planning fixed fee range of $3,000 to $5,000
Up to 1.75% annually (maximum annual fee)
Account minimum: $250,000
Main office location
Retirement Planning Group, LLC
5740 Gateway Blvd, Suite 203
Mason OH 45040, United States
Number of offices
1
Most active in
Retirement Planning Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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