RESOURCE PLANNING GROUP, LTD.
CRD #111524 SEC #801-43321 ATLANTA, GA 770-671-9500
SEC Registered
Total AUM
$278.8M
Discretionary
$278.8M
Employees
7
Clients
251
Accounts
978
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CFO | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CFO | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CFO | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANS, JOHN, D. | I | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | NA | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | NA | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | NA | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | NA | Control |
| THOMSON, ALAN, DALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMSON, ALAN, DALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMSON, ALAN, DALTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | NA | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | NA | Control |
| HOWARD, JOHN, ELSON | I | OWNER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | D | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, GEORGIA, FINKLEA | I | SHAREHOLDER | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/CEO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/CEO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/CEO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/CEO | C | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | C | Control |
| HOWARD, JOHN, ELSON | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/CEO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| HOWARD, JOHN, ELSON | I | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | C | Control |
| LINA, JASON, DAVID | I | SHAREHOLDER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| LINA, JASON, DAVID | I | SHAREHOLDER/LEAD ADVISOR/PARTNER/COO | B | |
| WEAVER, DEWITT, THOMPSON | I | PRINCIPAL, CFO | B | Control |
| WOODS, KEVIN, RONALD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| WOODS, KEVIN, RONALD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| WOODS, KEVIN, RONALD | I | PRINCIPAL | B | |
| THOMSON, ALAN, DALTON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | A | Control |
| THOMSON, ALAN, DALTON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | A | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | A | Control |
| THOMSON, ALAN, DALTON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | A | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/ CHIEF COMPLIANCE OFFICER,/LEAD ADVISOR | A | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | A | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | A | Control |
| THOMSON, ALAN, DALTON | I | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | A | Control |
| WOODS, KEVIN, RONALD | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | |
| WOODS, KEVIN, RONALD | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (12)
AL AR CA FL GA LA NC NJ NY SC TN TX
Address
10 GLENLAKE PARKWAYSOUTH TOWER SUITE 150
ATLANTA, GA 30328
United States
Phone: 770-671-9500