Wealth Manager
    SEC Registered
    Manages Private Funds

    The Retirement Planning Group, LLC

    Registered investment advisor · Leawood, Kansas · CRD #129625

    Assets Under Management
    $4.2B
    Client Accounts
    14,107
    Employees
    78
    CRD Number
    129625
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

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

    About The Retirement Planning Group, LLC

    The Retirement Planning Group, LLC is a SEC-registered investment advisory firm headquartered in Leawood, Kansas, managing approximately $4.2B in regulatory assets across 14,107 client accounts. The firm's full regulatory record is filed with the SEC under CRD #129625.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for The Retirement Planning Group, LLC

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    Frequently Asked Questions

    What is The Retirement Planning Group, LLC's AUM?

    The Retirement Planning Group, LLC reports approximately $4.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Retirement Planning Group, LLC headquartered?

    The Retirement Planning Group, LLC is headquartered in Leawood, Kansas.

    What is The Retirement Planning Group, LLC's CRD number?

    The Retirement Planning Group, LLC's CRD number is 129625. 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 The Retirement Planning Group, LLC manage?

    The Retirement Planning Group, LLC manages approximately 14,107 client accounts according to its latest SEC filing.

    Is The Retirement Planning Group, LLC SEC registered?

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

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