RETIREMENT PLANNING GROUP, LLC

RETIREMENT PLANNING GROUP, LLC of MASON, OH is an SEC-registered investment adviser (CRD 337562). Regulatory assets under management: $2.4M.

Registration

• CRD: 337562
• Type: Registered investment adviser
• Location: 5740 GATEWAY BLVD, MASON, OH, 45040
• Phone: 513-587-4765
• Latest filing: 2026-02-16
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search