# American Retirement Planning Group Inc

> American Retirement Planning Group Inc is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 108300
- Filed as: AMERICAN RETIREMENT PLANNING GROUP INC
- Also doing business as: ARPG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108300
- AdvisorCensus page: https://advisorcensus.com/firm/american-retirement-planning-group-inc-las-vegas-nv-108300

## Quick answers

**How is American Retirement Planning Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), American Retirement Planning Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is American Retirement Planning Group Inc located?**
American Retirement Planning Group Inc's principal office is in Las Vegas, NV, according to its Form ADV.

**Is American Retirement Planning Group Inc registered with the SEC or a state?**
American Retirement Planning Group Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 108300.

**How much does American Retirement Planning Group Inc manage?**
American Retirement Planning Group Inc reports $348,138,260 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (95% discretionary).

**How have American Retirement Planning Group Inc's assets and staff changed since 2021?**
In the Form ADV data for American Retirement Planning Group Inc: Regulatory assets under management: $234,530,630 in the October 2021 data and $348,138,260 in the October 2026 data, up 48%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Retirement Planning Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (744); pension and profit sharing plans (but not the plan participants or government pension plans) (71); high net worth individuals (52).

**Which custodians does American Retirement Planning Group Inc use?**
American Retirement Planning Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does American Retirement Planning Group Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108300

**What changed in American Retirement Planning Group Inc's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in IA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $348,138,260
- Discretionary: $330,235,465
- Non-discretionary: $17,902,795

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 744 | $85,533,948 |
| High net worth individuals | 52 | $132,553,562 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 71 | $124,820,876 |
| Charitable organizations | 3 | $5,229,874 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, NM, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [intelligentinvestment.com](https://intelligentinvestment.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,530,630 | 4 | March 18, 2021 |
| October 2022 | $254,476,926 | 4 | June 7, 2022 |
| October 2023 | $209,314,304 | 7 | March 29, 2023 |
| October 2024 | $235,142,776 | 6 | March 21, 2024 |
| October 2025 | $289,420,592 | 9 | March 3, 2025 |
| October 2026 | $348,138,260 | 5 | August 18, 2026 |

Regulatory assets under management: $234,530,630 in the October 2021 data and $348,138,260 in the October 2026 data, up 48%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in IA.

### March 2026
- Added the business name Arpg.
- Employees performing advisory functions went from 4 to 2.
- Regulatory assets under management went from $289,420,592 to $348,138,260 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Retirement Planning Group Inc (CRD 108300): Form ADV filing data as of October 2026.