RIA Intel›Advisers›New York›RETIREMENT PLANNING GROUP, LLC

RETIREMENT PLANNING GROUP, LLC

Advisory

N·MALTA, NY

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$375M
1-Year AUM Growth
+31.6%
3-Year CAGR
+17.6%
Employees
4
Assets Under Management
Total AUM$375M
Discretionary AUM$375M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients950
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingAug 27, 2020
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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