The Retirement Planning Group Inc

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Assets, Funds, Holdings

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The Retirement Planning Group Inc
CRD #129625
SEC #801-62655
CIK #1508195
AUM $927.3 MM (100% Disc, 100% US, 2020-03-16)
Employees17 (53% Investors, 0% Brokers)
Phone913-498-8898
Address4811 W 136th Street
Leawood, KS 66224
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
93074455837218602002200820142021
Sector Issuer Cap ($MM) Value ($MM)
SCHB 75.0
ICSH 39.0
BNDW 337.0 35.9
SCHF 32.6
VIG 32.1
USMV 22.2
VWO 17.2
JHML 15.2
SCHZ 13.1
DVY 7.0
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Scarborough Group Inc
MD 1.0
Straightline Group LLC
MI 1.0
Filbrandt Wealth Management LLC
WI 1.0
Stash Investments LLC
NY 0.9
Baltimore-Washington Financial Advisors Inc
MD 0.9
Keystone Financial Group LLC
KY 0.9
Filbrandt Investment Advisers Incorporated
WI 0.9
Asset Planning Services Ltd
PA 0.9
MGO Investment Advisors Inc
OH 0.8
Sigfig Wealth Management LLC
CA 0.8
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