Resource Planning Group

Retirement Planning Firm in Stockbridge, GA

Firm Info
Address: 10 Glenlake Pkwy NE, South, Tower, Ste. 150, Atlanta, GA 30328, USA
Phone: (770) 671-9500

Firm Size
Assets Under Management: $348.7 million
# of Advisors: 6
# of Clients: 1,029
Client to Advisor Ratio: 172:1
Average Account Size: $338,917
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Resource Planning Group, Ltd. Overview

Resource Planning Group, Ltd. is a fee based registered investment advisory firm based in Atlanta, GA. The firm has been providing investment advice since 1993 and is focused purely on investment advice. The firm offers a range of services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisors. In addition to these services, the Resource Planning Group, Ltd. also offers tax preparation services to their clients. This offering allows clients to have a more comprehensive approach to their financial planning needs. As a fee based firm, the Resource Planning Group, Ltd. operates on a transparent pricing structure where clients pay for services based on a fee rather than commission-based compensation. The firm's headquarters are located in Atlanta, GA and they have a team of seasoned professionals that have years of experience in providing investment advice to their clients. As an investment advisory firm, Resource Planning Group, Ltd. puts the needs and interests of their clients first, and works closely with clients to develop a personalized investment strategy that aligns with their financial goals. Overall, Resource Planning Group, Ltd. is a reliable and experienced firm, offering a suite of financial and investment advisory services to meet the unique needs of their clients.

RESOURCE PLANNING GROUP, LTD. has a diverse client base, serving individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Their team recognizes that each client deserves tailored financial planning services to reach their unique goals and priorities. For the high net worth individuals, they may offer more comprehensive wealth management services, considering factors such as estate planning or legacy planning. When it comes to fee structures, RESOURCE PLANNING GROUP, LTD. provides flexible options depending on the type of service provided. For some clients, their fee structure may be based on a percentage of assets under management (AUM). This AUM fee model is common for investment management services where clients pay a percentage of the total value of their investment portfolio. Alternatively, another fee structure offered is a fixed fee, tailored to the specific service provided. This fee structure is prevalent for financial planning services, where clients pay for assistance in developing and implementing a comprehensive financial plan. Whichever fee model clients choose, RESOURCE PLANNING GROUP, LTD. ensures transparency in their fees and value in their services.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for RESOURCE PLANNING GROUP, LTD. is generally a minimum portfolio size of $500,000 and a minimum annual fee of $5,000. However, the firm may consider accepting clients with smaller portfolios or waiving the minimum annual fee based upon certain factors at their sole discretion. Additionally, the firm may also consider the portfolios of client family members to determine if their portfolio meets the minimum size requirement.

How This Office Can Help Stockbridge, GA Residents

Resource Planning Group is a financial planning firm located in Stockbridge, GA, that specializes in assisting clients with their financial planning needs. The firm's team of certified financial planners provides solutions to a range of financial situations that someone living in Stockbridge, GA, may be facing. These situations may include creating a retirement plan, navigating the complexities of Social Security benefits, or developing investment strategies. With a focus on personalized planning, resource allocation, and portfolio management, Resource Planning Group aims to provide expert guidance and support to help clients navigate the unique challenges and opportunities that come with managing their finances. The firm's financial advisors work closely with their clients to develop a comprehensive financial plan that aligns with their specific goals and priorities. The result is a tailored financial plan that provides clients with a roadmap to help them achieve their short and long-term financial objectives. Whether planning for retirement, managing an inheritance, or navigating a life transition, Resource Planning Group is committed to providing clients with the guidance and support they need to achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Resource Planning Group, Ltd., visit their Part 2 Brochure.

Services Offered by Resource Planning Group, Ltd.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Resource Planning Group, Ltd. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10 Glenlake Pkwy NE, South, Tower, Ste. 150, Atlanta, GA 30328, USA
Phone (770) 671-9500
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Resource Planning Group, Ltd. is registered to service clients in the following states:

  • Alabama
  • California
  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • South Carolina
  • Texas

Disciplinary History

Resource Planning Group, Ltd. does not have any disclosures. Please visit it's Form ADV for more details.