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The Retirement Planning Group

Leawood, Kansas
Website:
https://www.planningretirements.com/
129625
Leawood, Kansas
Website:
https://www.planningretirements.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$2,628,800,000
Fee model
Hybrid Flexible
Number of employees
75
Custodians

Pershing

Cetera

Schwab

Description

The Retirement Planning Group (TRPG) was founded in 2004 to build a leading registered investment advisory (RIA) firm, offering financial planning, asset management, and in-house tax services. With a mission to provide clients with financial confidence and a seamless experience, TRPG has grown to over $2.5 billion in assets under management (AUM) through organic growth and strategic acquisitions.


Expansion began in 2009 with the acquisition of an advisory team from UBS, followed by an RIA in Kansas City in 2010. In 2013, TRPG’s founders launched a robo-advisor RIA, later sold to Morgan Stanley in 2022, with key insights integrated into TRPG’s client experience. The firm further strengthened its offerings in 2018 by acquiring a tax firm, bringing tax preparation, bookkeeping, and payroll services in-house. Growth continued with a Colorado-based RIA acquisition in 2021.


In 2023, TRPG merged with Cetera Financial Group, a national wealth hub with over $475 billion in assets under administration. While maintaining its independence and fiduciary status, TRPG now benefits from Cetera’s scale and resources, accelerating its growth through multiple acquisitions that have expanded its reach and service capabilities.

Locations

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Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation

Recent News

The Retirement Planning Group Acquires $180 Million Watters Financial Services
Father-son practice based in Paramus, New Jersey, represents third acquisition for The Retirement Planning Group, Cetera's employee-based RIA Three employees serving approximately 130 clients to join The Retirement Planning Group, which oversees more than $2 billion in assets under management
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Acquisitions

Number of Acqusitions
9

Success

General Overview of Client Experience

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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Data Room

Investment Management
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Match confidence
N/a
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The Retirement Planning Group's Ideal Partner

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Company Videos

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Show your interest

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Register interest
Register interest
Hybrid Flexible
Pershing
Cetera
Schwab
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation