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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2004
- Office Locations
- 14
Office Locations
About Cetera Planning Partners
The Retirement Planning Group (TRPG) is a retirement-focused wealth management firm providing integrated financial planning, investment management, tax preparation/strategy, and estate coordination through an in-house team (wealth manager, tax professional, investment team, and client relationship manager). Portfolios lean heavily on ETFs. Clients get proactive trade/rebalancing and tax-saving updates via a mobile app/portal with a Timeline and Vault. Reported average client NPS: 90.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alexis Barling
Chief Compliance Officer
- CRD
- #2345972
- Ownership
- Less than 5%
CHRISTOPHER M BOUFFARD
Chief Investment Officer, Wealth Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Jakob Martin Benelli
Investment Associate
- CRD
- #7709833
BRIAN LEE DIGHTMAN
Investment Advisor
- CRD
- #4437224
Showing 2 of 57 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,046,255,848 | $300,502 |
| Non-Discretionary | $118,502,998 | $184,584 |
| Total | $4,164,758,846 | $295,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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