$375.4M Total AUM
$375.4M Disc. AUM
-- 3Y CAGR
8 Employees
1,043 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-28-2020
- Office Locations
- 1
Office Locations
2691 State Route 9 Malta NY
About Retirement Planning Group, LLC
Retirement Planning Group, LLC is an independent Malta, NY wealth management firm serving high net worth individuals, professionals, business owners, and retirees. The team builds disciplined, comprehensive investment strategies with an emphasis on retirement planning, tax-aware planning, estate considerations, and ongoing portfolio management rooted in asset allocation and risk management. Custody through Fidelity/NFS.
Team overview
-- AVG AGE
$93.8M AVG AUM / ADVISOR
$359.9K AVG AUM / CLIENT
2.7 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
David M Kopyc
President, Wealth Advisor
- CRD
- #1065369
- Ownership
- 75% or more
Available
Available
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Nicolas George Dumas
--
- CRD
- #6804595
Available
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Kristopher W Kopyc
Wealth Advisor
- CRD
- #7462738
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,390,000 | $218,759 |
| Non-Discretionary | $0 | -- |
| Total | $375,390,000 | $218,759 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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