The Retirement Planning Group, LLC
● SEC registered since 2004CRD 129625SEC# 801-62655Leawood, KS
Reg. AUM
$4.16B
Employees
78
Accounts
14,107
Location
Leawood, KS
The Retirement Planning Group, LLC assets under management
The Retirement Planning Group, LLC is an investment advisory firm registered with the SEC based in Leawood, KS. The firm has been registered since 2004. It reports $4.2 billion in regulatory assets under management and employs 78 people.
The Retirement Planning Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis Dianne Barling Control | Chief Compliance Officer | Under 5% | 2019 |
| Aretec Group, Inc Control | Sole Member | Over 75% | 2023 |
| Christopher M Bouffard Control | Chief Investment Officer | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Retirement Planning Group, LLC manage?
The Retirement Planning Group, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does The Retirement Planning Group, LLC have?
The Retirement Planning Group, LLC reports 78 employees.
Where is The Retirement Planning Group, LLC located?
The Retirement Planning Group, LLC is based in Leawood, KS and has been SEC-registered since 2004.
Does The Retirement Planning Group, LLC disclose fund performance?
The Retirement Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS 66211 |
| Phone | 913-498-8898 |
| Fax | 913-498-8897 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1508195 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.16B▲ 57%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$4.16Bregulatory AUM
Discretionary $4.05BNon-discretionary $118.5M