RETIREMENT PLANNING GROUP, LLC

CRD 310647File 801-119537

APPROVED

Retail clients

Custody

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$375.4M

Below cohort median (national)

Discretionary AUM

$375.4M

Clients

1,043

1,716 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 28, 2020
Principal office: 2691 STATE ROUTE 9, MALTA, NY, 12020
Phone: (518) 580-1919
Website: https://www.facebook.com/pages/category/Financial-Planner/Retirement-Planning-Group-LLC-178607058973631/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $375.4M
Discretionary AUM: $375.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,716
Non-discretionary accounts: 0
Total accounts: 1,716
AUM per client: $360K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.1M
Charitable organizations	Fewer than 5	$899K
High net worth individuals	75	$115.0M
Individuals (other than high net worth individuals)	968	$258.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
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: No
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.