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Retirement Planning Group
The Retirement Planning Group, LLC (TRPG) is a fee-only, SEC-registered investment advisory firm headquartered in Leawood, Kansas, with additional offices in Paramus, NJ, Honolulu, HI, and St. Louis, MO. Founded in 2004, TRPG serves individuals, including those approaching or in retirement and high net worth clients, providing comprehensive financial planning, investment management, Social Security optimization, and fiduciary consulting services. The firm employs 58 professionals and is led by a team including Kevin Conard, Ryan Costello, Kevin Jaegers, Lexie Barling, Chris Bouffard, Luke Crowther, Michelle Burchard, and Matt Striegel.
Investment Strategy
TRPG manages portfolios for individuals and high net worth clients, tailoring asset allocation and investment strategies to each client's objectives and risk tolerance. The firm emphasizes comprehensive financial planning, retirement guidance, and fiduciary responsibility under ERISA for employer retirement plans and IRA clients. Its approach includes ongoing portfolio supervision, advice on restricted securities, risk management, service provider recommendations, and periodic performance reviews. TRPG acts as a fiduciary and avoids conflicts of interest, providing personalized guidance and consulting for qualified plans and individuals at all stages of retirement planning.
Latest 13F Filing Activity
Retirement Planning Group filed their most recent 13F report on Jun 30, 2025 disclosing 297 equity positions with a total 13F market value of $2B. The fund increased holdings in Wisdomtree TR, Vanguard Index FDS, Franklin Templeton Etf TR among other positions. Retirement Planning Group reduced exposure to Pacer FDS TR, Invesco Exchange Traded FD T, Goldman Sachs Etf TR among others.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.29% | $265.4M | 467,224 | $507.19 | $568.03 | +$38.9M |
Q QGRW | WISDOMTREE TR | 8.38% | $197.0M | 3,749,620 | $44.84 | $52.55 | +$50.3M |
D DIVI | FRANKLIN TEMPLETON ETF TR | 6.79% | $159.5M | 4,475,833 | $30.90 | $35.64 | +$20.7M |
F FSMD | FIDELITY COVINGTON TRUST | 6.27% | $147.3M | 3,551,494 | $38.45 | $41.47 | +$11.1M |
P PYLD | PIMCO ETF TR | 5.39% | $126.8M | 4,777,442 | $25.98 | $26.54 | +$8.5M |
Industry Allocation
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