Overview
Assets Under Management: $279 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 80
Average Client Assets: $2.4 million
Frequently Asked Questions
RESOURCE PLANNING GROUP, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111524), RESOURCE PLANNING GROUP, LTD. is subject to fiduciary duty under federal law.
RESOURCE PLANNING GROUP, LTD. is headquartered in ATLANTA, GA.
RESOURCE PLANNING GROUP, LTD. serves 80 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, RESOURCE PLANNING GROUP, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RESOURCE PLANNING GROUP, LTD. manages $279 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, RESOURCE PLANNING GROUP, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.62%
Average Client Assets: $2.4 million
Total Client Accounts: 978
Discretionary Accounts: 978
Regulatory Filings
CRD Number: 111524
Filing ID: 1741393
Last Filing Date: 2023-03-31 10:08:00