# GRP Retirement Planning

> GRP Retirement Planning is an SEC-registered investment advisory firm in Farmingdale, ME, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 333183
- Filed as: GRP RETIREMENT PLANNING
- Legal name: GRP Financial Services, LLC
- Also doing business as: GOSLINE RETIREMENT PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Farmingdale, ME
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333183
- AdvisorCensus page: https://advisorcensus.com/firm/grp-retirement-planning-farmingdale-me-333183

## Quick answers

**How is GRP Retirement Planning compensated?**
On its Form ADV (Item 5.E, October 2026), GRP Retirement Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is GRP Retirement Planning located?**
GRP Retirement Planning's principal office is in Farmingdale, ME, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is GRP Retirement Planning registered with the SEC or a state?**
GRP Retirement Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333183.

**How much does GRP Retirement Planning manage?**
GRP Retirement Planning reports $155,261,578 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**How have GRP Retirement Planning's assets and staff changed since 2025?**
In the Form ADV data for GRP Retirement Planning: Regulatory assets under management: $109,866,444 in the October 2025 data and $155,261,578 in the October 2026 data, up 41%. Total employees: 14 in October 2025 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GRP Retirement Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (798); high net worth individuals (48).

**Which custodians does GRP Retirement Planning use?**
GRP Retirement Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity as custodians holding 10% or more of its separately managed account assets.

**Does GRP Retirement Planning 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/333183

**Does GRP Retirement Planning state an account minimum?**
Its Form ADV Part 2A brochure dated January 26, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in GRP Retirement Planning's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $109,866,444 to $155,261,578 (+41%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 26, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity

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: $155,261,578
- Discretionary: $155,261,578
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 798 | $102,445,980 |
| High net worth individuals | 48 | $52,815,598 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 16 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, ME, NC, NH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Westbrook, ME

### Websites listed on Form ADV (Item 1.I)
- grplans.com
- Facebook @goslineretirement
- LinkedIn @gosline-retirement-planning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $109,866,444 | 14 | April 14, 2025 |
| October 2026 | $155,261,578 | 16 | January 26, 2026 |

Regulatory assets under management: $109,866,444 in the October 2025 data and $155,261,578 in the October 2026 data, up 41%.
Total employees: 14 in October 2025 and 16 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $109,866,444 to $155,261,578 (+41%).

### December 2025
- Registered or notice-filed in FL, TX, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GRP Retirement Planning (CRD 333183): Form ADV filing data as of October 2026.