John Hardy
John Hardy is a registered investment advisor at The Retirement Planning Group, LLC, based in Leawood, KS, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,901 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Retirement Planning Group's annual investment management fee is based on a percentage of your portfolio's value, ranging from 0.25% to 2.00% per year, charged quarterly in advance. The specific fee is stated in your Investment Management Agreement. In some cases, fees may be negotiable.
Location
11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
John is an insurance agent receiving trails for previously sold fixed insurance products and maintaining an active license. He is also a Vice President at HMC Partners LLC, a wealth management firm, dedicating about a quarter of his time, and co-hosts a radio show for marketing securities business, spending a few hours per week.
Employment History
Current Registrations
The Retirement Planning Group, LLC
Previous Registrations
The Retirement Planning Group, LLC
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
Summit Financial Group INC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
LPL Financial LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.