The Retirement Planning Group, LLC
Leawood, KS·SEC-registered · CRD #129625
The Retirement Planning Group, LLC is an SEC-registered investment advisory firm in Leawood, KS managing $4.2B across 15k client accounts, with 33 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.2B
Client accounts
15k
Advisory staff
33
Fee model
Fee-based
How The Retirement Planning Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about The Retirement Planning Group, LLC
How much does The Retirement Planning Group, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), The Retirement Planning Group, LLC reports $4.2B in regulatory assets under management across roughly 15k client accounts.
How does The Retirement Planning Group, LLC charge?
The Retirement Planning Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Retirement Planning Group, LLC a fiduciary?
Yes. The Retirement Planning Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #129625), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Retirement Planning Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Retirement Planning Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Leawood, KS
Profile compiled from The Retirement Planning Group, LLC's public SEC Form ADV filing (CRD #129625, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Retirement Planning Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Retirement Planning Group, LLC? Claim this profile.