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RETIREMENT PLANNING GROUP, LLC
CRD 337562
5740 GATEWAY BLVD, SUITE 203, MASON, OH, 45040, United States
Phone
513-587-4765
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD