Retirement Planning Group, Llc
- Regulatory AUM
- $375M
- Discretionary
- $375M
- Clients
- 1,043
- Avg AUM / client
- $360K
- Accounts
- 1,716
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 968 | $258M | 68.8% |
| High net worth individuals | 75 | $115M | 30.6% |
| Charitable organizations | Fewer than 5 clients | $899K | 0.24% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 0.28% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Littler Mendelson 401(k) Plan And Trust Littler Mendelson, P.C. | 2024 | |
| The 401(k) Plan For Permanente Medical Groups Southern California Permanente Medical Group | 2024 | |
| Hawai'i Pacific Health 403(b) Savings Plan Hawai'i Pacific Health | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David M Kopyc | President And Chief Compliance Officer | Aug 2020 (6y) | 75% or more | |
| Nicolas George Dumas | Registered representative | CFP | Jul 2021 (5y) | |
| Christopher Alan Mccarthy | Registered representative | Aug 2024 (2y) | ||
| Kristopher W Kopyc | Registered representative | Apr 2025 (1y) | ||
| Jeremy Price | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Littler Mendelson 401(k) Plan And Trust | Littler Mendelson, P.C. | 2,298 | $1.1B | 01/01/2024 |
| The 401(k) Plan For Permanente Medical Groups | Southern California Permanente Medical Group | 18,579 | $6.5B | 01/01/2024 |
| Hawai'i Pacific Health 403(b) Savings Plan | Hawai'i Pacific Health | 7,654 | $1.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $375M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗