Overview
Assets Under Management: $283 million
Headquarters: MALTA, NY
High-Net-Worth Clients: 60
Average Client Assets: $1 million
Frequently Asked Questions
RETIREMENT PLANNING GROUP, LLC 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 #310647), RETIREMENT PLANNING GROUP, LLC is subject to fiduciary duty under federal law.
RETIREMENT PLANNING GROUP, LLC is headquartered in MALTA, NY.
RETIREMENT PLANNING GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated April 10, 2025. View client details ↓
According to their SEC Form ADV, RETIREMENT PLANNING GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RETIREMENT PLANNING GROUP, LLC manages $283 million in client assets according to their SEC filing dated April 10, 2025.
According to their SEC Form ADV, RETIREMENT PLANNING GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.52
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,430
Discretionary Accounts: 1,430
Regulatory Filings
CRD Number: 310647
Filing ID: 1978425
Last Filing Date: 2025-04-10 12:06:00
Website: https://rpgretire.com