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Roy Marshall Fortner

THE RETIREMENT PLANNING GROUP, INC.·OVERLAND PARK, Kansas
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11512 W. 119TH, OVERLAND PARK, KS 66213CRD# 1363604Firm CRD# 129625
01

About

Roy Marshall Fortner is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with THE RETIREMENT PLANNING GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, LLC
AUM
$2.6B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at THE RETIREMENT PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1363604
Firm CRD# 129625
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy Marshall Fortner offer?
Roy Marshall Fortner specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Roy Marshall Fortner's credentials?
Roy Marshall Fortner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Marshall Fortner located?
Roy Marshall Fortner is based in OVERLAND PARK, Kansas, working with THE RETIREMENT PLANNING GROUP, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Roy Marshall Fortner charge for services?
Roy Marshall Fortner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RETIREMENT PLANNING GROUP, INC.?
THE RETIREMENT PLANNING GROUP, INC. has approximately 29 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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