# Retirement Resources Inc.

> Retirement Resources Inc. is a state-registered investment advisory firm in Overland Park, KS, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 107996
- Filed as: RETIREMENT RESOURCES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107996
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-resources-inc-overland-park-ks-107996

## Quick answers

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

**Where is Retirement Resources Inc. located?**
Retirement Resources Inc.'s principal office is in Overland Park, KS, according to its Form ADV.

**Is Retirement Resources Inc. registered with the SEC or a state?**
Retirement Resources Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 107996.

**How much does Retirement Resources Inc. manage?**
Retirement Resources Inc. reports $9,994,000 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**What types of clients does Retirement Resources Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does Retirement Resources Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/107996

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,994,000
- Discretionary: $9,994,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $9,994,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Resources Inc. (CRD 107996): Form ADV filing data as of October 2026.