The Retirement Planning Group, LLC

The Retirement Planning Group, LLC (CRD# 129625) is a financial advisory firm headquartered in Leawood, KS. They manage $1,796,771,675 in 6,793 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
4811 W. 136th Street, Leawood, KS 66224
http://linkedin.com/company/the-retirement-planning-group
By the Numbers
  • Total Assets Under Management
    1,797
    MILLION
  • Total Number of Accounts
    6,793
    ACCOUNTS
  • Average Account Value
    $264,503
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MO, NC, NE, OH, OR, SC, TN, TX, WA

Financial Advisors at The Retirement Planning Group, LLC
Showing 21 - 21 of 21 top financial advisors.
21
Trace Weatherford, financial advisor Leawood KS
Trace A. Weatherford
CRD#: 7822561
4811 W. 136th Street, Leawood, KS 66224

Trace Weatherford (CRD# 7822561) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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