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RETIREMENT FINANCIAL GROUP, LLC

BEAUMONT, TX · CRD 322692 · IAPD ↗ · 409-908-4160

$185.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2025 — RETIREMENT FINANCIAL GROUP, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2025 — RETIREMENT FINANCIAL GROUP, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — RETIREMENT FINANCIAL GROUP, LLC reported RAUM up 26% ($121.7M -> $153.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2024 — RETIREMENT FINANCIAL GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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