THE RETIREMENT PLANNING GROUP, LLC
CRD #129625 SEC #801-62655 LEAWOOD, KS 913-498-8898
SEC Registered
Total AUM
$4B
Discretionary
$3.9B
Employees
58
Clients
--
Accounts
12,295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4B | $3.9B | $109.4M | 58 | 0 |
| Oct 2025 | $4B | $3.9B | $109.4M | 58 | 0 |
| Jul 2025 | $3B | $2.9B | $115.9M | 58 | 0 |
| Jun 2025 | $2.7B | $2.6B | $25.8M | 58 | 0 |
| Jun 2025 | $2.7B | $2.6B | $25.8M | 58 | 0 |
| Jun 2025 | $2.7B | $2.6B | $25.8M | 58 | 0 |
| Apr 2025 | $2.7B | $2.6B | $25.8M | 58 | 0 |
| Mar 2025 | $2.7B | $2.6B | $25.8M | 58 | 0 |
| Mar 2025 | $2.6B | $2.6B | $25.9M | 29 | 0 |
| Dec 2024 | $2.6B | $2.6B | $25.9M | 29 | 0 |
| Oct 2024 | $2.6B | $2.6B | $25.9M | 29 | 0 |
| Aug 2024 | $2.3B | $2.3B | $0 | 29 | 0 |
| Aug 2024 | $2.3B | $2.3B | $0 | 29 | 0 |
| Aug 2024 | $2B | $2B | $0 | 29 | 0 |
| Jul 2024 | $2B | $2B | $0 | 29 | 0 |
| May 2024 | $2B | $2B | $0 | 29 | 0 |
| May 2024 | $1.8B | $1.8B | $0 | 29 | 0 |
| Apr 2024 | $1.8B | $1.8B | $0 | 29 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 29 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 29 | 0 |
| Aug 2023 | $1.5B | $1.5B | $0 | 24 | 0 |
| May 2023 | $1.5B | $1.5B | $0 | 24 | 0 |
| May 2023 | $1.5B | $1.5B | $0 | 24 | 0 |
| May 2023 | $1.5B | $1.5B | $0 | 24 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 24 | 0 |
| Nov 2022 | $1.4B | $1.4B | $0 | 24 | 0 |
| May 2022 | $1.4B | $1.4B | $0 | 24 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 24 | 0 |
| Jun 2021 | $1.3B | $1.3B | $0 | 19 | 6 |
| May 2021 | $1.1B | $1.1B | $0 | 19 | 6 |
| Apr 2021 | $1.1B | $1.1B | $0 | 19 | 6 |
| Mar 2021 | $1B | $1B | $0 | 19 | 6 |
| Nov 2020 | $1B | $1B | $0 | 17 | 6 |
| Nov 2020 | $1B | $1B | $0 | 17 | 6 |
| Oct 2020 | $927.3M | $927.3M | $0 | 17 | 6 |
| Jul 2020 | $927.3M | $927.3M | $0 | 17 | 6 |
| Jun 2020 | $927.3M | $927.3M | $0 | 17 | 6 |
| May 2020 | $927.3M | $927.3M | $0 | 17 | 6 |
| Mar 2020 | $927.3M | $927.3M | $0 | 17 | 6 |
| Jan 2020 | $861.9M | $861.9M | $0 | 13 | 5 |
| Dec 2019 | $861.9M | $861.9M | $0 | 13 | 5 |
| Dec 2019 | $861.9M | $861.9M | $0 | 13 | 5 |
| Dec 2019 | $861.9M | $861.9M | $0 | 13 | 5 |
| Nov 2019 | $861.9M | $861.9M | $0 | 13 | 5 |
| Oct 2019 | $861.9M | $861.9M | $0 | 13 | 5 |
| Aug 2019 | $861.9M | $861.9M | $0 | 13 | 5 |
| Mar 2019 | $792.4M | $792.4M | $0 | 13 | 5 |
| Jan 2019 | $729.7M | $729.7M | $0 | 13 | 5 |
| Nov 2018 | $729.7M | $729.7M | $0 | 13 | 5 |
| Mar 2018 | $729.7M | $729.7M | $0 | 13 | 5 |
| Aug 2017 | $648.5M | $648.5M | $0 | 13 | 700 |
| Jun 2017 | $648.5M | $648.5M | $0 | 13 | 700 |
| Mar 2017 | $618.7M | $618.7M | $0 | 13 | 700 |
| Jan 2017 | $606.7M | $606.7M | $0 | 13 | 700 |
| Jan 2017 | $606.7M | $606.7M | $0 | 13 | 700 |
| Dec 2016 | $591.5M | $591.5M | $0 | 13 | 700 |
| Oct 2016 | $591.5M | $591.5M | $0 | 13 | 700 |
| Mar 2016 | $549.4M | $549.4M | $0 | 13 | 700 |
| Feb 2016 | $579.7M | $579.7M | $0 | 12 | 700 |
| Jun 2015 | $579.7M | $579.7M | $0 | 12 | 700 |
| Feb 2015 | $520.9M | $520.9M | $0 | 12 | 700 |
| Jan 2015 | $520.9M | $520.9M | $0 | 12 | 700 |
| Dec 2014 | $517.7M | $517.7M | $0 | 12 | 700 |
| Mar 2014 | $517.7M | $517.7M | $0 | 12 | 700 |
| Nov 2013 | $489.3M | $489.3M | $57.6K | 11 | 800 |
| Oct 2013 | $489.3M | $489.3M | $57.6K | 11 | 800 |
| Jun 2013 | $489.3M | $489.3M | $57.6K | 12 | 800 |
| Mar 2013 | $489.3M | $489.3M | $57.6K | 12 | 800 |
| Nov 2012 | $452.7M | $450.7M | $2M | 12 | 700 |
| Nov 2012 | $433M | $430M | $3M | 12 | 700 |
| Aug 2012 | $433M | $430M | $3M | 6 | 700 |
| May 2012 | $433M | $430M | $3M | 6 | 700 |
| Mar 2012 | $334M | $331M | $3M | 6 | 700 |
| Feb 2012 | $334M | $331M | $3M | 6 | 700 |
| Jun 2011 | $316M | $313M | $3M | 10 | -- |
| Apr 2011 | $300M | $297M | $3M | 10 | -- |
| Mar 2011 | $294M | $291M | $3M | 10 | -- |
| Jan 2011 | $281.3M | $278.2M | $3.1M | 10 | -- |
| Oct 2010 | $175M | $155M | $20M | 10 | -- |
| Oct 2010 | $175M | $155M | $20M | 10 | -- |
| Jul 2009 | $127.4M | $105.4M | $22M | 10 | -- |
| May 2009 | $102M | $80M | $22M | 10 | -- |
| Apr 2009 | $102M | $80M | $22M | 10 | -- |
| Apr 2009 | $102M | $80M | $22M | 10 | -- |
| Feb 2009 | $119.6M | $0 | $119.6M | 5 | -- |
| Mar 2008 | $119.1M | $0 | $119.1M | 5 | -- |
| Sep 2007 | $125M | $0 | $125M | 5 | -- |
| Mar 2007 | $109.6M | $0 | $109.6M | 5 | -- |
| Jan 2007 | $104.7M | $0 | $104.7M | 5 | -- |
| Jun 2004 | $28.6M | $0 | $28.6M | 5 | -- |
| May 2004 | $28.6M | $28.6M | $0 | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$109.4M
Employees58
Clients0
DateOct 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$109.4M
Employees58
Clients0
DateJul 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$115.9M
Employees58
Clients0
DateJun 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$25.8M
Employees58
Clients0
DateJun 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$25.8M
Employees58
Clients0
DateJun 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$25.8M
Employees58
Clients0
DateApr 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$25.8M
Employees58
Clients0
DateMar 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$25.8M
Employees58
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$25.9M
Employees29
Clients0
DateDec 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$25.9M
Employees29
Clients0
DateOct 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$25.9M
Employees29
Clients0
DateAug 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees29
Clients0
DateAug 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees29
Clients0
DateAug 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees29
Clients0
DateJul 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees29
Clients0
DateMay 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees29
Clients0
DateMay 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees29
Clients0
DateApr 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees29
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees29
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees29
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees24
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees24
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees24
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees24
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients0
DateNov 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients0
DateMay 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients0
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients6
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients6
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients6
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients6
DateNov 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients6
DateNov 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients6
DateOct 2020
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees17
Clients6
DateJul 2020
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees17
Clients6
DateJun 2020
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees17
Clients6
DateMay 2020
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees17
Clients6
DateMar 2020
Total AUM$927.3M
Discretionary$927.3M
Non-Disc.$0
Employees17
Clients6
DateJan 2020
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateDec 2019
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateDec 2019
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateDec 2019
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateNov 2019
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateOct 2019
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateAug 2019
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees13
Clients5
DateMar 2019
Total AUM$792.4M
Discretionary$792.4M
Non-Disc.$0
Employees13
Clients5
DateJan 2019
Total AUM$729.7M
Discretionary$729.7M
Non-Disc.$0
Employees13
Clients5
DateNov 2018
Total AUM$729.7M
Discretionary$729.7M
Non-Disc.$0
Employees13
Clients5
DateMar 2018
Total AUM$729.7M
Discretionary$729.7M
Non-Disc.$0
Employees13
Clients5
DateAug 2017
Total AUM$648.5M
Discretionary$648.5M
Non-Disc.$0
Employees13
Clients700
DateJun 2017
Total AUM$648.5M
Discretionary$648.5M
Non-Disc.$0
Employees13
Clients700
DateMar 2017
Total AUM$618.7M
Discretionary$618.7M
Non-Disc.$0
Employees13
Clients700
DateJan 2017
Total AUM$606.7M
Discretionary$606.7M
Non-Disc.$0
Employees13
Clients700
DateJan 2017
Total AUM$606.7M
Discretionary$606.7M
Non-Disc.$0
Employees13
Clients700
DateDec 2016
Total AUM$591.5M
Discretionary$591.5M
Non-Disc.$0
Employees13
Clients700
DateOct 2016
Total AUM$591.5M
Discretionary$591.5M
Non-Disc.$0
Employees13
Clients700
DateMar 2016
Total AUM$549.4M
Discretionary$549.4M
Non-Disc.$0
Employees13
Clients700
DateFeb 2016
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees12
Clients700
DateJun 2015
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees12
Clients700
DateFeb 2015
Total AUM$520.9M
Discretionary$520.9M
Non-Disc.$0
Employees12
Clients700
DateJan 2015
Total AUM$520.9M
Discretionary$520.9M
Non-Disc.$0
Employees12
Clients700
DateDec 2014
Total AUM$517.7M
Discretionary$517.7M
Non-Disc.$0
Employees12
Clients700
DateMar 2014
Total AUM$517.7M
Discretionary$517.7M
Non-Disc.$0
Employees12
Clients700
DateNov 2013
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$57.6K
Employees11
Clients800
DateOct 2013
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$57.6K
Employees11
Clients800
DateJun 2013
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$57.6K
Employees12
Clients800
DateMar 2013
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$57.6K
Employees12
Clients800
DateNov 2012
Total AUM$452.7M
Discretionary$450.7M
Non-Disc.$2M
Employees12
Clients700
DateNov 2012
Total AUM$433M
Discretionary$430M
Non-Disc.$3M
Employees12
Clients700
DateAug 2012
Total AUM$433M
Discretionary$430M
Non-Disc.$3M
Employees6
Clients700
DateMay 2012
Total AUM$433M
Discretionary$430M
Non-Disc.$3M
Employees6
Clients700
DateMar 2012
Total AUM$334M
Discretionary$331M
Non-Disc.$3M
Employees6
Clients700
DateFeb 2012
Total AUM$334M
Discretionary$331M
Non-Disc.$3M
Employees6
Clients700
DateJun 2011
Total AUM$316M
Discretionary$313M
Non-Disc.$3M
Employees10
Clients--
DateApr 2011
Total AUM$300M
Discretionary$297M
Non-Disc.$3M
Employees10
Clients--
DateMar 2011
Total AUM$294M
Discretionary$291M
Non-Disc.$3M
Employees10
Clients--
DateJan 2011
Total AUM$281.3M
Discretionary$278.2M
Non-Disc.$3.1M
Employees10
Clients--
DateOct 2010
Total AUM$175M
Discretionary$155M
Non-Disc.$20M
Employees10
Clients--
DateOct 2010
Total AUM$175M
Discretionary$155M
Non-Disc.$20M
Employees10
Clients--
DateJul 2009
Total AUM$127.4M
Discretionary$105.4M
Non-Disc.$22M
Employees10
Clients--
DateMay 2009
Total AUM$102M
Discretionary$80M
Non-Disc.$22M
Employees10
Clients--
DateApr 2009
Total AUM$102M
Discretionary$80M
Non-Disc.$22M
Employees10
Clients--
DateApr 2009
Total AUM$102M
Discretionary$80M
Non-Disc.$22M
Employees10
Clients--
DateFeb 2009
Total AUM$119.6M
Discretionary$0
Non-Disc.$119.6M
Employees5
Clients--
DateMar 2008
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees5
Clients--
DateSep 2007
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateMar 2007
Total AUM$109.6M
Discretionary$0
Non-Disc.$109.6M
Employees5
Clients--
DateJan 2007
Total AUM$104.7M
Discretionary$0
Non-Disc.$104.7M
Employees5
Clients--
DateJun 2004
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--
DateMay 2004
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--