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GRP RETIREMENT PLANNING

FARMINGDALE, ME · CRD 333183 · IAPD ↗ · grplans.com · (207) 622-4494

$155.3MRegulatory AUM
5Advisory reps
16Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2026 — GRP FINANCIAL SERVICES, LLC is now doing business as GRP RETIREMENT PLANNING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
February 2026 — GRP RETIREMENT PLANNING reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2026 — GRP RETIREMENT PLANNING reported RAUM up 41% ($109.9M -> $155.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2026 — GRP RETIREMENT PLANNING now reports custody of client assets ($74.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
46
December 2025 — GRP FINANCIAL SERVICES, LLC notice-filed in FL, TX, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — GRP FINANCIAL SERVICES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — GRP FINANCIAL SERVICES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
November 2024 — GRP FINANCIAL SERVICES, LLC (FARMINGDALE, ME) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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