John Wilson
John Wilson is a registered investment advisor at The Retirement Planning Group, LLC, based in Leawood, KS, with 26 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
February 2014Other Business Activities
John works as a financial advisor for Plains State Bank and Plains Wealth Management, dedicating about half his time to Plains Wealth Management. He is also a partner in RKBW, LLC, a real estate partnership that owns commercial properties, including some leased by his employer, Plains State Bank, dedicating minimal time to this.
Employment History
Current Registrations
The Retirement Planning Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Vsr Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
LPL Financial Corporation
LPL Financial CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.