Paladin Research Report For:

The Retirement Planning Group Inc

4811 West 136th St
Leawood, KS 66224

About The Retirement Planning Group Inc

Welcome to The Retirement Planning Group!

We are an independent registered investment advisory firm that specializes in helping individuals and families plan for and achieve their retirement goals. Over 1,500 families* already trust us to guide them toward their ideal financial future.

Our team consists of CERTIFIED FINANCIAL PLANNER professionals, CPAs, CRPC®s, or Chartered Financial Analyst® that are here to guide you. Our comprehensive retirement planning and wealth management approach includes assessing your current financial situation, setting financial goals, and implementing a personalized financial plan to help you achieve your long-term retirement objectives. See how we work.

When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals: a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. Each professional is position-specific and designed to help in a specific area while collaborating with the entire team. When you have a team working on your behalf, with each person dedicated to a discipline, you can get better results.

Discover real-life success stories of clients who trusted The Retirement Planning Group for their retirement planning needs in Kansas City, St Louis, and Denver. Read our case studies and learn how we can help secure your financial future.

The Easiest firm to work with on planet Earth.

Every engagement with us is designed to be easy. From booking appointments to communicating with your advisor via phone app or text, opening accounts to accessing documents, and getting answers, we strive to make it the best experience you can find.

Ready to meet the rest of the team? Yep, we're real people who really care about you, your family, and your goals! See for yourself!

*As of 1/1/2022

See Disclosures

General Information

Firm Start Year
  • 2004
No. of Employees
  • 20-49
Firm CRD#
  • 129625
Insurance License#
  • 6098929
Name of Custodial Firm
  • Charles Schwab, Fidelity
Years of Experience in Financial Services
  • 17
Work with the following types of clients
  • Businesses, 7685976861, Individual Investors
Advisory Services Provided
  • Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services


Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65

Firm Information

Firm's Number of Clients
  • Over 1500
Assets Managed by Firm
  • $1,000,000,000+

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Based on Assets, Hourly, Flat Fee


BA in Business Finance -
  • Baker University