Resource Planning Group, Ltd.

Resource Planning Group, Ltd. (CRD# 111524) is a financial advisory firm headquartered in Atlanta, GA. They manage $233,139,138 in 914 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $255,076
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, SC, TX

Financial Advisors at Resource Planning Group, Ltd.
Showing 1 - 5 of 5 top financial advisors.
1
John E. Howard
CRD#: 2110089
10 Glenlake Parkway, Suite 150, Atlanta, GA 30328
96
Wealthminder
score

John Howard (CRD# 2110089) is an Investment Advisor Representative working at Resource Planning Group, Ltd. in Atlanta, GA and has over 26 years of experience in the finance industry. John Howard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
George C. Mauser
CRD#: 5894853
10 Glenlake Parkway, Suite 150, Atlanta, GA 30328
96
Wealthminder
score

George Mauser (CRD# 5894853) is an Investment Advisor Representative working at Resource Planning Group, Ltd. in Atlanta, GA and has over 5 years of experience in the finance industry. George Mauser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marjorie U. Edenfield
CRD#: 6604186
10 Glenlake Parkway, Suite 150, Atlanta, GA 30328
90
Wealthminder
score

Marjorie Edenfield (CRD# 6604186) is an Investment Advisor Representative working at Resource Planning Group, Ltd. in Atlanta, GA and has 1 year of experience in the finance industry. Marjorie Edenfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John D. Evans
CRD#: 6048501
10 Glenlake Parkway, Suite 150, Atlanta, GA 30328
90
Wealthminder
score

John Evans (CRD# 6048501) is an Investment Advisor Representative working at Resource Planning Group, Ltd. in Atlanta, GA and has 1 year of experience in the finance industry. John Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jason D. Lina
CRD#: 2943859
10 Glenlake Parkway Ne, South Tower, Suite 150, Atlanta, GA 30328
90
Wealthminder
score

Jason Lina (CRD# 2943859) is an Investment Advisor Representative working at Resource Planning Group, Ltd. in Atlanta, GA and has 1 year of experience in the finance industry. Jason Lina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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