RESOURCE PLANNING GROUP, LTD.
Adviser information for RESOURCE PLANNING GROUP, LTD. last updated from Form ADV on March 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 978 | $278.8M |
| Non-Discretionary | 0 | $0 |
| Total | 978 | $278.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 220 | $84.2M |
| HNW Individuals | 80 | $188.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.8M |
| Charitable organizations | <5 | $3.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)TAX PREPARATION |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 1.6M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SCHWAB INSTITUTIONAL INTELLIGENT PORTFOLIOS | CHARLES SCHWAB & CO., INC. |
| BETTERMENT WRAP FEE PROGRAM | BETTERMENT |
Identifiers
| SEC RIA File Number | 801-43321 |
|---|---|
| SEC ERA File Number | 801-43321 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111524 |
| Legal Entity Identifier | None |
Principal Office
10 GLENLAKE PARKWAYSOUTH TOWER SUITE 150
ATLANTA
GA
United States
Monday - Friday, 9:00 A.M. - 5:30 P.M.
Tel: 770-671-9500, Fax: 770-671-1272
Websites
www.youtube.com/channel/uc6ral3qffshbc3wnqmnxmiw
www.linkedin.com/company/resource-planning-group/
www.rpgplanner.com
facebook.com/rpgplanner
twitter.com/rpgplanner
instagram.com/stories/rpgplanner/
www.google.com/search?safe=active&rlz=1c1gcea_enus1035us1035&q=resource%20planning%20group&stick=h4siaaaaaaaaaongu1ixqlc
Chief Compliance Officer
JOHN D. EVANS
ADVISOR, PARTNER
10 GLENLAKE PARKWAY
SOUTH TOWER, SUITE 150
ATLANTA
GA
United States
Tel:
770-671-9500
Fax:
770-671-1272
J******@*************M
(Full email address available in API data)
Industry Affiliates
| JOHN HOWARD | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOWARD, JOHN, ELSON | Individual | – | SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO | 07/2010 | < 5% |
| HOWARD, GEORGIA, FINKLEA | Individual | – | SHAREHOLDER | 02/2001 | < 5% |
| EVANS, JOHN, D. | Individual | – | SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |
| THOMSON, ALAN, DALTON | Individual | – | SHAREHOLDER/PRINCIPAL/LEAD ADVISOR | 08/2019 | < 5% |
| MERCER GLOBAL ADVISORS INC. | Domestic Entity | – | PARENT COMPANY | 11/2022 | > 75% |