# THE RETIREMENT PLANNING GROUP, LLC

THE RETIREMENT PLANNING GROUP, LLC of LEAWOOD, KS is an SEC-registered investment adviser.

## Registration

- CRD: 129625
- Type: SEC-registered investment adviser
- SEC file number: 801-62655
- Location: 11460 TOMAHAWK CREEK PKWY, SUITE 400, LEAWOOD, KS, 66211
- Phone: 913-498-8898
- Latest filing: 2026-07-30
- Regulatory AUM: $4.2B
- Discretionary AUM: $4.0B
- Non-discretionary AUM: $118.5M
- Clients: 78
- Accounts: 14,107

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Patrick Costello | PRESIDENT | — |
| Kevin Morris Conard | CHIEF EXECUTIVE OFFICER | — |
| Alexis Dianne Barling | CHIEF COMPLIANCE OFFICER | — |
| Kevin Matthew Jaegers | CHIEF OPERATING OFFICER | — |
| Christopher M Bouffard | CHIEF INVESTMENT OFFICER | — |
| Michelle Renee Burchard | DIRECTOR OF HR & CLIENT SERVICES | — |
| Matthew Allen Striegel | DIRECTOR OF FINANCE & ACCOUNTING | — |
| Luke Aaron Crowther | DIRECTOR OF TAX | — |
| COSTELLO JAMES PATRICK | PRESIDENT; PRESIDENT/CHIEF FINANCIAL OFFICER; VICE PRESIDENT (+1 more) | — |
| HEDMAN TROY RAY | SENIOR WEALTH MANAGER | — |
| COSTELLO JENNIFER ANN | PRESIDENT; SECRETARY | — |
| COSTELLO CHRIS KYLE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER (+2 more) | — |
| CONARD KEVIN MORRIS | CHIEF EXECUTIVE OFFICER; FINANCIAL ADVISOR; PRESIDENT (+1 more) | — |
| O'BLENNIS ROBERT RANDOLPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR; FINANCIAL ADVISOR (+1 more) | — |
| FORTNER ROY MARSHALL | SR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| BOLING TOM S | CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR; FINANCIAL ADVISOR; VICE PRESIDENT & FINANCIAL ADVISOR | — |
| DREHER DAVID BURCH | FINANCIAL ADVISOR; SR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| MCDONALD SUZANNE LEE | CHIEF OPERATING OFFICER | — |
| BOUFFARD CHRISTOPHER M | CHIEF INVESTMENT OFFICER | — |
| JAEGERS KEVIN MATTHEW | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS; CHIEF OPERATING OFFICER | — |
| BARLING ALEXIS DIANNE | CHIEF COMPLIANCE OFFICER | — |
| TWILLMAN DWIGHT EARL | SVP - WEALTH MANAGEMENT | — |
| BURCHARD MICHELLE RENEE | DIRECTOR OF HR & CLIENT SERVICES | — |
| STRIEGEL MATTHEW ALLEN | DIRECTOR OF FINANCE & ACCOUNTING | — |
| CROWTHER LUKE AARON | DIRECTOR OF TAX | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129625/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129625/similar
- Related entities: https://search.stillhousedata.com/firm/129625/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129625

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.