Retirement Planning Group

Retirement Planning Firm in New Market, MD

Firm Info
Address: 3532 Urbana Pike UNIT E, Frederick, MD 21704, USA
Phone: (518) 580-1919

Firm Size
Assets Under Management: $200 million
# of Advisors: 3
# of Clients: 912
Client to Advisor Ratio: 304:1
Average Account Size: $219,298
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Retirement Planning Group, LLC Overview

THE RETIREMENT PLANNING GROUP, INC. is a fee-only registered investment advisory firm that specializes in financial planning and portfolio management for individuals and small businesses. Founded in 2004, the firm has been providing investment advice to clients for over 15 years. The headquarters of the firm is located in Leawood, KS, which is indicative of its expertise in the Midwest region. As a fee-only firm, THE RETIREMENT PLANNING GROUP, INC. receives compensation based on an agreed-upon fee between clients and the firm. Therefore, clients can be sure that their financial advisors are not incentivized to sell certain products or services for their own financial gain. In addition to financial planning and portfolio management, THE RETIREMENT PLANNING GROUP, INC. also publishes periodicals or newsletters, and conducts educational seminars and workshops on relevant financial topics. The firm’s comprehensive approach to financial planning is designed to help clients achieve their financial goals and create a secure retirement. Thanks to its reputation for quality advice and service, the firm has become a trusted partner for individuals and small businesses alike.

The Retirement Planning Group, Inc. caters to an array of clients ranging from individuals to high net worth individuals. The firm recognizes the unique needs of each client and tailors its services accordingly. Given its extensive experience and expertise, The Retirement Planning Group, Inc. has been able to serve a diverse set of clients and enable them to make well-informed financial decisions. The firm offers two primary fee structures, depending on the service provided. Clients can choose to pay a percentage of their assets under management, commonly referred to as AUM, or opt for fixed fees. The percentage of AUM fee structure is particularly appealing to clients looking for an incentive-based pricing model that aligns the firm's interests with their own. Fixed fees, on the other hand, are ideal for clients seeking certainty and predictability when it comes to costs. Both fee structures provide excellent value for money and give clients peace of mind knowing they are receiving expert financial advice. Overall, the flexible fee structures offered by The Retirement Planning Group, Inc. are a testament to the firm's commitment to offering customized financial solutions that meet the unique needs of its clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of THE RETIREMENT PLANNING GROUP, INC. does not mention anything about their investment minimums.

How This Office Can Help New Market, MD Residents

Retirement Planning Group is a trusted financial planning service provider that assists clients in New Market, MD. They have established a comprehensive retirement plan that evaluates every aspect of their client's current financial situation and goals. The firm's team of professional financial advisors works towards developing an individualized financial plan that caters specifically to each client's requirements. They collaborate with clients to provide an accurate and realistic assessment of where they stand presently financially, identify potential risks and rewards, and suggest optimal investment tools for building their financial portfolios. Living in New Market, MD, there is a variable cost of living, making it necessary to have a custom financial plan to meet the lifestyle goals of each client. With the rising costs of healthcare and education, it's crucial to invest in financial plans that can cover such expenses. Retirement Planning Group offers comprehensive retirement planning, including budget projections, cash flow analysis, IRAs, and other investment accounts that help meet long-term financial goals. Their team of financial experts guides clients in the best options for investing their retirement income for maximum growth, making it easier to achieve financial freedom.

To view the Minimum Investment and Fee Schedule for Retirement Planning Group, LLC, visit their Part 2 Brochure.

Services Offered by Retirement Planning Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Retirement Planning Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3532 Urbana Pike UNIT E, Frederick, MD 21704, USA
Phone (518) 580-1919
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2691 STATE ROUTE 9, MALTA, NY 12020, United States

This firm has no other locations.

State Registrations

Retirement Planning Group, LLC is registered to service clients in the following states:

  • Florida
  • Massachusetts
  • New Hampshire
  • New York
  • Texas

Disciplinary History

Retirement Planning Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.