Login

Client Details

Client Genders


Male clients
180  
Female clients
160  

Current Advisor Assets


Total Assets (AUM)

$225 Million

Total Clients

290

Account Minimum

$500k-$750k

Advisor Overview


Overview

Resource Planning Group is a Fee-OnlyŽ Registered Investment Advisory firm that has been providing wealth management and retirement planning solutions to families and individuals since 1991. Resource Planning Group serves the needs of professionals, business owners, and entrepreneurs who are disciplined and looking to simplify their financial lives. Our process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction. We employ a disciplined investment management process that seeks to exploit behavioral anomalies and capture market rewards from various sources while also minimizing the risk of extreme negative outcomes.


User uniqueness not available


User client relationship not available


Client description not available