The Retirement Planning Group (TRPG) is a fee-only registered investment advisor that manages portfolios for individuals and high net worth investors. TRPG works with clients to determine their financial objectives and risk tolerance. Services include asset management, financial planning, and Social Security optimization. TRPG guides clients through a financial planning process to identify financial assets, goals, and retirement vision, then crafts a detailed retirement plan. The plan is updated annually based on client meetings and changes.
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.
