RESOURCE PLANNING GROUP, LTD.
Atlanta, Georgia
5.0
6 Reviews
Resource Planning Group, Ltd. is a well-established investment advisory firm headquartered in Atlanta, GA, with two conveniently located offices. With a total of seven dedicated employees, Resource Planning Group, Ltd. focuses on delivering exceptional investment advisory services to a diverse client base. The firm prides itself on its expertise in managing a wide range of assets, providing personalized solutions tailored to meet the unique financial goals of its clients. Resource Planning Group, Ltd. boasts a team of five highly skilled investment advisors, who collectively oversee an impressive average of approximately $55,770,...
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Assets Under Mgmt

$278.83M

Investment Professionals

5

Locations

1

% 401K & Individual

30%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: TAX PREPARATION
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