# Retirement Planning Group

Retirement Planning Group is a Bank / Wealth / Trust based in Leawood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Leawood, United States
- **Region:** North America
- **Address:** Malta, MT, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** planningretirements.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-planning-group

## Regulatory record

- **CRD number:** 129625
- **SEC file number:** 801-62655
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129625

## About

Founded in 2020, Retirement Planning Group is a Malta, Montana-based wealth manager serving individuals, high-net-worth clients, pensions, and businesses. The firm sits in Phillips County, a region where agricultural wealth and small-business owner retirements drive demand for fiduciary planning. Unlike national aggregators, its value proposition rests entirely on local presence and advice tailored to rural balance sheets. The firm's stated services span investment management, portfolio design, retirement income planning, and general financial advisory. Its client base, as registered in public filings, includes both retail individuals and institutional retirement plans. No direct investments, venture activity, or alternative asset programs are publicly associated with the firm. Team size and assets under management are not publicly disclosed. The firm operates from a single office in Malta, a town of roughly 2,000 people. No adjacent philanthropic vehicles, real-asset arms, or co-investor clubs are known. In February 2025, the firm maintained its standard regulatory standing with no material disclosures or ownership changes visible in Montana Secretary of State records. Retirement Planning Group's structural identity is that of a genuinely small, community-anchored RIA — one of thousands serving America's rural counties. Its differentiator is not investment strategy or deal access; it is granular familiarity with the Social Security timing, farm succession, and state pension rules that define retirement outcomes for its local client base.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What services does Retirement Planning Group offer?

The firm offers investment management, retirement planning, portfolio design, and general financial advisory. Its public filings list services for individuals, high-net-worth clients, pensions, and small businesses. The service mix aligns with a traditional registered investment advisor in a rural market.

### Is Retirement Planning Group a fiduciary?

As a registered investment advisor, the firm is subject to fiduciary duty under the Investment Advisers Act of 1940. This means it must act in its clients' best interests when providing investment advice. The specific disclosure is available in its Form ADV Part 2A.

### Does Retirement Planning Group provide alternative investments or direct deals?

No. The firm's public profile shows no alternative asset programs, venture investing, direct co-investments, or partnership with private equity managers. Its focus is traditional portfolio management and retirement planning for local clients.

## Related profiles

- [Retirement Planners of America](https://altss.com/profile/retirement-planners-of-america)
- [Retirement Planning Services](https://altss.com/profile/retirement-planning-services)

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Last updated: 2026-08-11T02:43:31.692Z

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