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RETIREMENT PLANNING GROUP, LLC

MALTA, NY · CRD 310647 · IAPD ↗ · (518) 580-1919

$375.4MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — RETIREMENT PLANNING GROUP, LLC reported RAUM up 33% ($282.8M -> $375.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — RETIREMENT PLANNING GROUP, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — RETIREMENT PLANNING GROUP, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — RETIREMENT PLANNING GROUP, LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — RETIREMENT PLANNING GROUP, LLC reported RAUM up 32% ($185.2M -> $243.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.