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The Retirement Planning Group

LEAWOOD, KS

CRD: 129625

In PWD coverage since August 18, 2026 · 8 stories

$4.2BRegulatory AUMSEC Form ADV · Oct 3

78EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Apr 27, 26Deal announcedCetera Financial Group · Cetera Planning Partners · Avantax Planning Partners · $19B

PWD coverage

the_wrap

Cetera re-flags Avantax team to Cetera Planning Partners

The Retirement Planning Group moved from Avantax Planning Partners to Cetera Planning Partners on Oct. 5 as Cetera also added an outside team; among the day's external recruits, only Fitzgerald Financial Group disclosed AUM, $185 million.

the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals

Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97

move · Aug 18Cetera's fifth channel puts every independence option under one roof

move · Aug 18Cetera unites Avantax, TRPG under one $19B RIA

The Retirement Planning Group

Cetera re-flags Avantax team to Cetera Planning Partners

The Family Office Daily Briefing