Small_headshot_1

PALADIN RESEARCH REPORT FOR:

Ryan Costello

Badge4
Telephone Advisor
913.498.8898

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
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:
  • Feb 8, 2018

Other