Resource Planning Group, Ltd.

Resource Planning Group, Ltd. is a Fee-Only wealth management and investment advisory firm founded in 1991. The firm specializes in providing comprehensive financial planning and investment advisory services to high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and pension and profit-sharing plans. RPG does not sell financial products or accept commissions, deriving its compensation from a percentage of assets under management or fixed fees. The firm's investment strategy is based on a disciplined systematic process that utilizes factors such as value, momentum, and low beta, among others. RPG primarily invests in publicly traded mutual funds and ETFs to create diversified portfolios and mitigate risks. Clients can expect services such as cash flow planning, asset allocation, tax management, retirement planning, and estate planning. RPG manages portfolios on a discretionary basis, allowing the firm to execute trades without specific client consent. The firm recommends clients maintain custody of their assets with Schwab, TD Ameritrade, or Betterment Securities. RPG reviews managed portfolios monthly and provides quarterly performance reports to clients. The firm does not vote proxies for client securities and has not been subject to any disciplinary events.