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THE RETIREMENT PLANNING GROUP, LLC
CRD 129625 · SEC 801-62655
11460 TOMAHAWK CREEK PKWY, SUITE 400, LEAWOOD, KS, 66211, United States
Phone
913-498-8898
Fax
913-498-8897
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.16B
Discretionary AUM
$4.05B
Team
78 total employees; 33 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3260 | $686.6M |
| High net worth individuals | 1488 | $3.34B |
| Pension/profit sharing plans | 15 | $72.9M |
| Corporations/business entities | 86 | $64.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD