Kevin
Conard
The Retirement Planning Group, Inc.
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About this Advisor
Kevin Conard has spent nearly 20 years in the financial services industry. To better serve clients he co-founded The Retirement Planning Group in 2004. The firm now serves more than 800 families and manages $649 million in assets. Though the firm works with clients across the nation, its offices are located in Springfield, Missouri, St. Louis and Overland Park, Kansas Conard offers retirement planning and holds the chartered retirement planning consultant (CRPC) designation. He does not require his clients to have any minimum amount of assets to open or maintain an account but specializes in serving high-net-worth individuals, families and retirees. Conard communicates with his clients on a monthly basis via text, email, phone calls and in person. A fee-only advisor, Conard charges a 1% asset-based charge that decreases based on the total amount under management. Conard says that the most common investing mistakes that he sees investors make are failing to accurately calculate the amount of income they will need in retirement, underestimating the amount they are paying in hidden fees and not fully understanding the risks hidden in their current portfolios. Conard and his firm create globally diversified portfolios with the goal of helping clients avoid unnecessary risk from having their assets too concentrated in any one area. According to Conard, his firm manages risk by monitoring client accounts on a daily basis through technology that notifies the firm of buying or selling opportunities, so they can act proactively. In addition to founding The Retirement Planning Group, Conard is a co-founder of the robo-advisory firm, blooom. In his spare time, you'll find him leading a den of 15 Cub Scouts, coaching soccer or running his three boys from one event to the other.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
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Advisor Certifications and Licenses
CRPC®
The Retirement Planning Group, Inc. Brokerage Details
$648,523,641
2,214
$292,919
Investment Advisory Services
- Retirement Planning
Kevin Conard Work History
The Retirement Planning Group, Inc.
Wachovia Securities, LLC
Prudential Securities Incorporated
Disclosures
Please visit the SEC profile of Kevin Conard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
