The Retirement Planning Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leawood, KS. Its latest Form ADV filing, dated April 29, 2026, reports $4.2B in regulatory assets under management, 78 employees, 11 offices, and 14,107 accounts.
Assets Under Management
$4.2B
Employees
78
Offices
11 offices
Total Clients
4,849
Primary office
LEAWOOD, KS
11460 TOMAHAWK CREEK PKWY, SUITE 400, LEAWOOD, KS, United States
Top client segmentIndividuals represent 67.2% of total clients.
Top client categories% of clientsClients
1
Individuals
67.2%
3,260
2
HNWI
30.7%
1,488
3
Corporations
1.8%
86
4
Pension Plans
0.3%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of April 29, 2026
Discretionary97.2%
$4.0B
97% of total RAUM97.2%
Non-discretionary2.8%
$119M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts14,107
10Y AUM Change+$3.5B (+573.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees78
Clients per Employee62:1
10Y Employee Change+65 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.