RETIREMENT PLANNING GROUP, LLC

Company Profile

As of Date 08/10/2026
ADV Location United States, NY
Websites
AUM* 377,790,000 55%
of that, discretionary 377,790,000 55%
Number of Employees 9 29%
of those in investment advisory functions 5 67%
Private Fund GAV* 0
Avg Account Size 219,901 26%
High Net Worth 7.12% -4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

375M 322M 268M 215M 161M 107M 54M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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