Wealth Manager
    SEC Registered
    Manages Private Funds

    Grp Retirement Planning

    Registered investment advisor · Farmingdale, Maine · CRD #333183

    Assets Under Management
    $155M
    Client Accounts
    1,972
    Employees
    16
    CRD Number
    333183
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Grp Retirement Planning

    Grp Retirement Planning is a SEC-registered investment advisory firm headquartered in Farmingdale, Maine, managing approximately $155M in regulatory assets across 1,972 client accounts. The firm's full regulatory record is filed with the SEC under CRD #333183.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Grp Retirement Planning

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    Frequently Asked Questions

    What is Grp Retirement Planning's AUM?

    Grp Retirement Planning reports approximately $155M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Grp Retirement Planning headquartered?

    Grp Retirement Planning is headquartered in Farmingdale, Maine.

    What is Grp Retirement Planning's CRD number?

    Grp Retirement Planning's CRD number is 333183. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Grp Retirement Planning manage?

    Grp Retirement Planning manages approximately 1,972 client accounts according to its latest SEC filing.

    Is Grp Retirement Planning SEC registered?

    Yes, Grp Retirement Planning is registered with the SEC as an investment adviser with an approved registration status.

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