RETIREMENT CONSULTING GROUP, INC.

CRD 311184File 801-119724

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$457.0M

Above cohort median (national)

Discretionary AUM

$442.1M

Non-discretionary $14.9M

Clients

192 accounts

Employees

Above cohort median in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Oct 30, 2020
Principal office: 5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035
Phone: 503-225-1700
Website: http://www.retirementconsulting.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $457.0M
Discretionary AUM: $442.1M
Non-discretionary AUM: $14.9M
Discretionary accounts: 170
Non-discretionary accounts: 22
Total accounts: 192
AUM per client: $5.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$9.1M
High net worth individuals	40	$104.0M
Banking or thrift institutions	1	$1.2M
Pension and profit sharing plans	10	$328.0M
Individuals (other than high net worth individuals)	33	$14.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
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.