Ryan
Costello

The Retirement Planning Group, Inc

CRD#4547636
Investment Advisor
in Overland Park, KS

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About this Advisor

Ryan Costello is a certified financial planner based out of Overland Park, Kansas who has 19 years of relevant experience. Costello is an advisor for The Retirement Planning Group, Inc. They have spent their whole career at The Retirement Planning Group, Inc. Costello maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Kansas and Texas. The Retirement Planning Group, Inc is an advisory company that has its headquarters in Overland Park, KS. The firm has a total of 24 people on staff. It controls $1 billion in assets across its 5,744 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 5,744 client accounts, 29% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The Retirement Planning Group, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees charged by The Retirement Planning Group, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4811 W. 136Th Street
Overland Park, KS 66224

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The Retirement Planning Group, Inc Brokerage Details

Total Assets Under Management

$1,314,690,669

KS Average: $2,243,162,756
Total Number of Employees

24

KS Average: 44
Total Number of Accounts

5,744

KS Average: 4,091
Average Account Size

$228,881

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ryan Costello Work History

Ryan has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

The Retirement Planning Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Costello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Retirement Planning Group, Inc

Joseph Mcculloch
Overland Park, KS
Kevin Jaegers
Overland Park, KS
Kristina Ashworth
Overland Park, KS
Kael Stoaks
Overland Park, KS
Paul Dreher
Overland Park, KS
Michael Russell
Overland Park, KS
David Nyman
Overland Park, KS
Reed Hersma
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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