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Building 2THE RETIREMENT PLANNING GROUP, LLC

Map pinLEAWOOD, KS
Phone913-498-8898
NotebookSEC #801-62655
Total AUM
$4.2B
Employees
78
Clients
4,849

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11460 TOMAHAWK CREEK PKWY
SUITE 400
LEAWOOD
KS 66211
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
913-498-8898
Other Offices
11

ReceiptFinancials

Total AUM
$4.2B
Accounts
14,107
Discretionary
$4B
Accounts
13,465
Non-Discretionary
$118.5M
Accounts
642

ContactClients

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Individual Clients
3,260
AUM
$686.6M
HNW Individual Clients
1,488
AUM
$3.3B
Pension/Profit Sharing Plan Clients
15
AUM
$72.9M
Corporation or Business Clients
86
AUM
$64M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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