The Retirement Planning Group, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 129625
· SEC file 801-62655
· Leawood, KS
· facebook.com
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $4.2B
- Discretionary
- $4.0B
- Clients
- 4,849
- Avg AUM / client
- $859K
- Accounts
- 14,107
- Employees
- 78
AUM over time
$334M
$4.2B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Investments (13F portfolio — 481 positions, $3,227,427,971)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $292,030,898 | 488,714 | 9.05% | 7.01% |
| 2 | Wisdomtree Tr | US QUALITY GROW | $231,398,510 | 4,330,872 | 7.17% | 5.56% |
| 3 | Fidelity Covington Trust | SML MID MLTFCT | $230,996,444 | 5,165,395 | 7.16% | 5.55% |
| 4 | Franklin Templeton Etf Tr | INTL COR DIV TIL | $225,313,320 | 5,659,717 | 6.98% | 5.41% |
| 5 | Pimco Etf Tr | MULTISECTOR BD | $169,354,895 | 6,463,927 | 5.25% | 4.07% |
| 6 | Victory Portfolios Ii | CORE PLUS BD ETF | $160,269,382 | 7,358,557 | 4.97% | 3.85% |
| 7 | Amplify Etf Tr | CWP ENHANCED DIV | $142,654,580 | 3,180,704 | 4.42% | 3.43% |
| 8 | Fidelity Covington Trust | HIGH DIVID ETF | $139,897,599 | 2,532,542 | 4.33% | 3.36% |
| 9 | Ea Series Trust | FREEDOM 100 EM | $139,337,215 | 2,549,629 | 4.32% | 3.35% |
| 10 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $129,737,476 | 2,843,873 | 4.02% | 3.12% |
| 11 | Etfis Ser Tr I | VIRTUS NEWFLEET | $101,630,871 | 4,467,291 | 3.15% | 2.44% |
| 12 | Neos Etf Trust | NEOS ENHCD INME | $94,984,736 | 2,012,440 | 2.94% | 2.28% |
| 13 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $57,317,546 | 979,118 | 1.78% | 1.38% |
| 14 | Costco Wholesale Corporation | COM | $50,526,131 | 50,707 | 1.57% | 1.21% |
| 15 | Apple Inc | COM | $40,976,692 | 161,459 | 1.27% | 0.98% |
| 16 | State Str Spdr S&P 500 Etf T | TR UNIT | $36,842,057 | 56,650 | 1.14% | 0.88% |
| 17 | Vanguard Index Fds | GROWTH ETF | $31,675,364 | 72,519 | 0.98% | 0.76% |
| 18 | Schwab Strategic Tr | US BRD MKT ETF | $27,265,328 | 1,086,268 | 0.84% | 0.65% |
| 19 | Vanguard Index Fds | VALUE ETF | $23,731,194 | 120,954 | 0.74% | 0.57% |
| 20 | Invesco Qqq Tr | UNIT SER 1 | $21,810,992 | 37,789 | 0.68% | 0.52% |
| 21 | Federated Hermes Etf Trust | HERMES TOTAL RET | $21,462,475 | 853,548 | 0.67% | 0.52% |
| 22 | Vanguard Specialized Funds | DIV APP ETF | $21,045,929 | 97,861 | 0.65% | 0.51% |
| 23 | Microsoft Corp | COM | $20,362,937 | 55,010 | 0.63% | 0.49% |
| 24 | Wisdomtree Tr | US TOTAL DIVIDND | $20,347,745 | 235,615 | 0.63% | 0.49% |
| 25 | Ishares Tr | 0-3 MNTH TREASRY | $20,255,594 | 201,228 | 0.63% | 0.49% |
Top 25 of 481 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,260 | $687M | 16.5% |
| High net worth individuals | 1,488 | $3.3B | 80.2% |
| Pension and profit sharing plans | 15 | $72.9M | 1.75% |
| Corporations and other businesses | 86 | $64.0M | 1.54% |
People (57)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Conard | Chief Executive Officer | Feb 2004 (23y) | Less than 5% | |
| Ryan Patrick Costello | President | CFP | Feb 2004 (23y) | Less than 5% |
| Kevin Jaegers | Chief Operating Officer | CFA | Jun 2016 (10y) | Less than 5% |
| Alexis Barling | Chief Compliance Officer | Sep 2019 (7y) | Less than 5% | |
| Burchard, Michelle, Renee | Director Of Hr & Client Services | Mar 2020 (6y) | Less than 5% | |
| Bouffard, Christopher, M | Chief Investment Officer | Sep 2021 (5y) | Less than 5% | |
| Crowther, Luke, Aaron | Director Of Tax | Dec 2021 (5y) | Less than 5% | |
| Striegel, Matthew, Allen | Director Of Finance & Accounting | Dec 2021 (5y) | Less than 5% | |
| Robert Randolph O'blennis | Registered representative | Jul 2006 (20y) | ||
| Paul Allen Dreher | Registered representative | CFP | Jul 2012 (14y) | |
| Dwight Earl Twillman | Registered representative | CFP | Aug 2014 (12y) | |
| Ethan Thomas Pace | Registered representative | CFP | Jan 2019 (8y) | |
| Joseph G Mcculloch | Registered representative | CFP | Nov 2019 (7y) | |
| Kael Stoaks | Registered representative | Jul 2020 (6y) | ||
| Brandon Stegall | Registered representative | CFP | Sep 2020 (6y) | |
| David William Nyman | Registered representative | Dec 2020 (6y) | ||
| Troy Ray Hedman | Registered representative | Jun 2021 (5y) | ||
| Taylor Rae Pearson | Registered representative | Aug 2021 (5y) | ||
| John Clinton Vu | Registered representative | CFP | Mar 2022 (4y) | |
| Michael Paul Russell | Registered representative | CFP | Mar 2022 (4y) | |
| Reed Hersma | Registered representative | Apr 2022 (4y) | ||
| Nancy Ann Luther | Registered representative | Jun 2023 (3y) | ||
| Martha Paterik | Registered representative | Jul 2023 (3y) | ||
| Trace Aaron Weatherford | Registered representative | Nov 2023 (3y) | ||
| Christina Lynne Mc Cabe | Registered representative | Jan 2024 (3y) | ||
| Brian Lee Dightman | Registered representative | Jan 2024 (3y) | ||
| Kayla Droege | Registered representative | Feb 2024 (2y) | ||
| Joshua Gembala | Registered representative | CFP | Apr 2024 (2y) | |
| Andrew James Thomas | Registered representative | May 2024 (2y) | ||
| Charlotte Keiko Teruya Westcott | Registered representative | May 2024 (2y) | ||
| Kathy Lynn Lum | Registered representative | May 2024 (2y) | ||
| Sarah Kleinschmidt | Registered representative | May 2024 (2y) | ||
| Stephanie Ann Fumie Kuwaye | Registered representative | May 2024 (2y) | ||
| Jandi Akiko Iha | Registered representative | Jun 2024 (2y) | ||
| Colin Russell Watters | Registered representative | CFP | Jul 2024 (2y) | |
| Timothy John Watters | Registered representative | CFP | Jul 2024 (2y) | |
| Brian Patrick Thomas | Registered representative | Dec 2024 (2y) | ||
| Peyton Russell Hawkes | Registered representative | Dec 2024 (2y) | ||
| Jacob Gregory Traen | Registered representative | Jan 2025 (2y) | ||
| Carolyn Vertovec | Registered representative | CFP | Mar 2025 (1y) | |
| Jay Doraiswami | Registered representative | Mar 2025 (1y) | ||
| Jakob Martin Benelli | Registered representative | Apr 2025 (1y) | ||
| Jordan Helmker | Registered representative | Aug 2025 (1y) | ||
| Anthony G Tidswell | Registered representative | Aug 2025 (1y) | ||
| Eric Marc Lans | Registered representative | CFP | Aug 2025 (1y) | |
| James Arthur Mikesell | Registered representative | Aug 2025 (1y) | ||
| William Casen Guge | Registered representative | CFP | Sep 2025 (1y) | |
| Catherine Savara Mc Daniel | Registered representative | CFP | Dec 2025 (1y) | |
| Ronald Kudlacek | Registered representative | CFP | Dec 2025 (1y) | |
| Jeffrey Daniel Stahl | Registered representative | Jan 2026 (1y) | ||
| Angus Gibbons Mceachran | Registered representative | Jan 2026 (1y) | ||
| John Warren Hardy | Registered representative | Jan 2026 (1y) | ||
| John Bradley Wilson | Registered representative | Jan 2026 (1y) | ||
| Scott Anthony Marmo | Registered representative | May 2026 (0y) | ||
| Sasha Stewart | Registered representative | CFP | May 2026 (0y) | |
| Donovan Swinger | Registered representative | May 2026 (0y) | ||
| Amy Grindstaff | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aretec Group, Inc | Sole Member | May 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (57% of AUM) Jul 2026
- Fidelity Brokerage Services $226M (5% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗