The Retirement Planning Group, LLC logo

The Retirement Planning Group, LLC

Updated today

Total assets under management

$4,164,758,846

Total clients

4,748

31% high-net worth

Total advisors

50

of 78 employees

Firm size

Multi Team

Average clients per advisor

95

Average account size

$877,161

About

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.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Social Security optimization General tax planning

Occupation focus

Retired

Fee options

Fixed

Fixed fee rates generally begin at $1,000 for non-management advisory or financial planning services.

Percentage

$0+: 0.25% per year +: up to 2.00% per year

Project-based

Hourly rates generally begin at $300 per hour.

Other

Fee-only: Fee-only investment advisor; compensated solely by management fees based on assets under management.

Main office location

The Retirement Planning Group, LLC

11460 Tomahawk Creek Pkwy, Suite 400

Leawood KS 66211, United States

Number of offices

12

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Troy H

Series 63, Series 65

Estero, FL

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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Charlotte T

Series 63, Series 65

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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Kayla D

Series 66

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Brandon S

CFP®, Series 63, Series 66

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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Brian D

Series 66

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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Joseph M

CFP®, Series 63, Series 65

Chesterfield, MO

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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Alexis B

Series 65

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

David N

Series 65

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Brian T

Series 66

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Nancy L

Series 65

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Jeffrey S

Series 66

Cypress, TX

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Ethan P

CFP®, Series 63, Series 65

Denver, CO

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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Kevin C

Series 63, Series 65

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Angus M

Series 63, Series 65

Greensboro, NC

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
user avatar

Andrew T

Series 63, Series 65

Leawood, KS

The Retirement Planning Group, LLC

General retirement planning Retirement income strategy Social Security optimization General tax planning Retired
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