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American Retirement Planning Group Inc
SEC-regulated
Registered investment advisor
American Retirement Planning Group, Inc. is a Registered Investment Advisor established in 1991 and based in Las Vegas, NV. The firm specializes in fee-based money management programs, offering services such as Investment Management Services Account Program, Cerberus Strategy, 401(k) Plus, and SuperVisionPlus. They manage assets on a discretionary and non-discretionary basis, working with mutual funds, annuities, stocks, bonds, and insurance. The firm's investment strategy includes Tactical Asset Allocation, adjusting portfolios based on short-term market forecasts. Clients can place reasonable restrictions on investments held in their portfolios.
The minimum initial investment for the Investment Management Services Account Program is $10,000, while the Cerberus Strategy requires $100,000 or more. The firm charges account fees ranging from 0.025% to 2.50% based on the asset size. They do not charge performance-based fees. American Retirement Planning Group acts as a fiduciary for ERISA plans, providing services such as investment selection, participant advice, and investment policy statement review.
The firm's team includes Matthew Dahl, Dwight A. Machael, Alec T. Unruh, and Steven A. Sprague, who have backgrounds in finance, insurance, and investment advisory services. They are associated with United Planners Financial Services as registered representatives. The firm's CEO, Matthew Dahl, oversees all personnel and functional areas, ensuring compliance with regulatory requirements and the firm's code of ethics. Clients are not obligated to purchase recommended securities or products and are under no obligation to act on recommendations provided by the advisors.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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