CETERA PLANNING PARTNERS

Legal name: THE RETIREMENT PLANNING GROUP, LLC

CRD 129625File 801-62655

APPROVED

Retail clients

Custody

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.16B

Top 25% of cohort (national)

Discretionary AUM

$4.05B

Non-discretionary $118.5M

Clients

4,849

14,107 accounts

Employees

Top 10% of cohort in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 16, 2004
Principal office: 11460 TOMAHAWK CREEK PKWY, SUITE 400, LEAWOOD, KS, 66211
Phone: 913-498-8898
Website: http://facebook.com/TRPGKC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.16B
Discretionary AUM: $4.05B
Non-discretionary AUM: $118.5M
Discretionary accounts: 13,465
Non-discretionary accounts: 642
Total accounts: 14,107
AUM per client: $859K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	86	$64.0M
High net worth individuals	1,488	$3.34B
Pension and profit sharing plans	15	$72.9M
Individuals (other than high net worth individuals)	3,260	$686.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.