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The Retirement Planning Group
Founded over 20 years ago, The Retirement Planning Group operates as a registered investment advisor focused on comprehensive wealth management for...
The Retirement Planning Group
Founded over 20 years ago, The Retirement Planning Group operates as a registered investment advisor focused on comprehensive wealth management for individuals and families. Its model replaces the single-advisor approach with a multidisciplinary internal team that handles planning, investing, taxes, retirement strategy, and estate coordination under one roof. The firm maintains additional presence in Kansas City, St. Louis, and Denver. The firm's investment posture integrates direct portfolio management with proactive tax planning and retirement-income engineering. Client accounts span IRAs, trust accounts, 529 college savings plans, and taxable portfolios, with the internal investment team executing trades and rebalancing to reflect each household's cash-flow needs. The website documents tax-loss harvesting workflows, Social Security filing optimization, and ongoing income distributions — indicating a strategy built around after-tax return sequencing rather than asset-gathering. There is no public evidence of institutional, alternative, or private-market allocations. Internally, the firm reports a Net Promoter Score of 90, measured across semiannual client surveys from October 2017 through January 2025, against a financial-services industry average of 44. The website publishes unsolicited client testimonials referencing relationships dating back to 2007. Recent activity includes active client-communication loops through a proprietary app that surfaces transaction timelines, tax filings, and planning documents. No transactional event — such as a merger, acquisition, or new office opening — within the last 24 months could be verified. What distinguishes The Retirement Planning Group structurally is its team-based service architecture in a segment still dominated by solo practitioners and generalist brokers. By mandating that every client relationship includes dedicated tax and investment professionals alongside the primary wealth manager, the firm operates more like a multi-family-office service model delivered to a retail client base — an operating-company structure rare among RIAs of its apparent scale.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Leawood
Corporate office
Leawood, KS, United States
Additional offices
Kansas City · St. Louis · Denver
Sector focus
Frequently asked questions
Who runs investment decisions at The Retirement Planning Group?
The firm does not publicly name a chief investment officer or investment committee on its website. The published model shows an in-house investment team that executes trades, conducts rebalancing, and coordinates with wealth managers and tax professionals on a per-client basis. No named portfolio managers or external sub-advisor relationships are disclosed.
How does The Retirement Planning Group source clients?
The firm's website invites direct inbound inquiries through a contact form and highlights a referral-driven culture, citing a Net Promoter Score of 90 from current clients. It does not advertise a dedicated business-development team, paid lead-generation channels, or institutional-consultant relationships. Client testimonials reference long tenures and personal recommendations to friends and family.
Does The Retirement Planning Group manage institutional or alternative assets?
The published service description focuses entirely on individual and family wealth management — retirement accounts, trust accounts, taxable portfolios, 529 plans, tax preparation, and estate coordination. There is no mention of institutional separate accounts, private equity, venture capital, hedge fund allocations, or direct real estate beyond what a retail client might hold in a brokerage account.
How is The Retirement Planning Group different from a typical solo financial advisor?
The firm assigns each client a dedicated four-person team that includes a wealth manager, a tax professional, an investment team member, and a client relationship manager. This embeds specialized tax and investment execution directly into the ongoing relationship, a structure more commonly found in multi-family offices than in the single-advisor practices that dominate the RIA industry.
Does the firm provide tax preparation and filing, or just planning?
The website indicates that the internal team prepares and files tax returns, not just advises on tax strategy. A published client communication example states: 'We finished your taxes and filed them with the IRS! Your Fed refund of $5,227 will be auto-deposited by end of the month,' confirming an operational tax-preparation function integrated with wealth management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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