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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

I. Snapshot

A. Registry Member
  • Since 2017
B. Years of Experience
  • 15
C. College Degrees
  • Baker University - BA in Business Finance
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
G. Asset Requirement
  • $50,000

II. Contact Information

A. Key Contact
  • Ryan Costello
B. Main Location
  • 11512 W 119th St
    Overland Park, Kansas, 66213
C. Telephone
  • 913.498.8898

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • The Retirement Planning Group Inc
B. Relationship to Firm
  • Owner
C. Name of RIA
  • The Retirement Planning Group Inc
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Charles Schwab

V. Credentials

A. Years of Financial Experience
  • 15 Years
B. College, Degrees, Years
  • Baker University - BA in Business Finance
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association (FPA)

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 129625
  • IARD: None
  • Insurance: 6098929
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Insurance Products for Commission: See List
    • Kansas
    • Missouri
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
B. Minimum Asset Requirement
  • $50,000
C. Number of Current Clients
  • 850
D. Assets (Management, Advisement)
  • $670,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
  • Other: Blog: weekly
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Tax Advice & Services
  • Legal Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Ryan Costello
Most Recent Update:
  • Nov 20, 2018

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