# RETIREMENT PLANNING GROUP, LLC

RETIREMENT PLANNING GROUP, LLC of MALTA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 310647
- Type: SEC-registered investment adviser
- SEC file number: 801-119537
- Location: 2691 STATE ROUTE 9, MALTA, NY, 12020
- Phone: (518) 580-1919
- Latest filing: 2026-03-02
- Regulatory AUM: $375.4M
- Discretionary AUM: $375.4M
- Clients: 8
- Accounts: 1,716

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| David M Kopyc | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Kopyc David M | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Cox James Thomas | CHIEF COMPLIANCE OFFICER AND WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310647/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310647/similar
- Related entities: https://search.stillhousedata.com/firm/310647/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310647

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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.