# RETIREMENT PLANNING GROUP, LLC

RETIREMENT PLANNING GROUP, LLC of MASON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 337562
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337562/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337562/similar
- Related entities: https://search.stillhousedata.com/firm/337562/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337562

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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.