Retirement Resources Inc.

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Client assets under management

$7,800,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$177,273

About

Retirement Resources Inc. serves primarily individual, non–high-net-worth clients and offers portfolio management and retirement-focused financial planning; the firm reports $7.8 million in assets under management, two advisors, and 44 client relationships. It generally charges percentage-of-AUM advisory fees for managed accounts while also disclosing that it may receive commissions for certain transactions.

The firm describes a personalized, ongoing relationship model for client accounts, including periodic reviews and written communications such as a client newsletter. Its advisors are registered representatives and the brochure discloses affiliations with a broker‑dealer and an insurance company, which allows access to brokerage and insurance products alongside discretionary portfolio services.

Compared with peers, the firm’s combination of fee-based advisory services with registered‑representative status and commissionable product sales is uncommon among similar supported firms. The brochure also notes affiliations with other investment advisers and the firm’s role as an insurance broker/agent and publisher of periodicals, features that occur rarely for firms in this category.

Client services

Financial planning Portfolio management Newsletters or periodicals

Fee options

Percentage

$0 - $100,000: 2.00% $100,001 - $500,000: 1.75% $500,001+: 1.50%

Commissions

Commissions are charged on certain securities transactions as applicable.

Other

Account minimum: $100,000 Fee-only: Fees range from 1.50% to 2.00% annually based on asset tiers.

Main office location

Retirement Resources Inc.

10551 Barkley St. Suite 104

Overland Park KS 66212, United States

Number of offices

Most active in

Kansas · Missouri

Disclosures

Business activities & affiliations

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.

Is not active or affiliated with:

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 913-387-0117

Advisors at this firm

Norman H

PFS™, Series 63, Series 66

Leawood, KS

Retirement Resources Inc.

Norman Harp is a financial advisor with Retirement Resources Inc. in Leawood, KS, holding the PFS™ designation and Series 63 and 66 licenses. He has 25 years of industry experience and has worked at firms including B.B. Graham & Company and Moloney Securities Corp. In addition to his advisory role, Harp owns and operates a CPA practice providing tax preparation services. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients with portfolio management and retirement-focused financial planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model including periodic reviews and client communications.

Loren O

ChFC®, Series 63, Series 65

Overland Park, KS

Retirement Resources Inc.

Loren Olson is a financial advisor at Retirement Resources Inc. in Overland Park, KS, with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with Retirement Resources Inc. since 1998 and also worked at B. B. Graham & Co from 2016 to the present. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients, focusing on portfolio management and retirement planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model with regular client communications.

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