RESOURCE PLANNING GROUP, LTD.

ATLANTA, Georgia·4 registered advisors·CRD# 111524

SEC# 801-433211770-671-9500

01

Firm Overview

AUM

$279M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at RESOURCE PLANNING GROUP, LTD.

4 registered advisors

Alan Dalton Thomson

ATLANTA, Georgia

Jason David Lina

ATLANTA, Georgia

ATLANTA, Georgia

John Elson Howard

ATLANTA, Georgia

05

Office Locations

ATLANTA, Georgia

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Data sourced from SEC Form ADV filings. RESOURCE PLANNING GROUP, LTD. (CRD# 111524) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.