Be advised. This firm is no longer registered.

Resource Planning Group, Ltd.

Resource Planning Group, Ltd. (CRD# 111524) is a financial advisory firm headquartered in Atlanta, GA. They manage $278,825,194 in 978 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
10 Glenlake Parkway, South Tower Suite 150, Atlanta, GA 30328
https://www.youtube.com/channel/uc6ral3qffshbc3wnqmnxmiw
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    978
    ACCOUNTS
  • Average Account Value
    $285,097
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Resource Planning Group, Ltd.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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