Ronald Kudlacek
Ronald Kudlacek is a CFP-designated registered investment advisor at The Retirement Planning Group, LLC, based in Cypress, TX, with 22 years of industry experience. Ronald 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
20467 Cypresswood Drive, Suite B, Cypress, TX, 77433
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business Activities
Ronald is an associate/employee at Core+ Financial Strategies, LLC, Plains Tax Strategies, and Plains Wealth Management, and spends about half his time at each. He is also a partner in Idiom Ventures LP/Alron LLC, investing in real estate, and an officer and director at Plains State Bank, dedicating minimal time to each.
Employment History
Current Registrations
The Retirement Planning Group, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
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
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.