Operating Company Financial Services

The Retirement Planning Group

Leawood, Kansas, United States

We have been helping individuals and families plan for over 20 years. Over 2,000 families trust TRPG to guide them toward their ideal financial future. TRPG provides investment recommendations and regular monitoring as part of its retirement-focused financial planning and wealth management services.

Focus Areas
Registered Investment Adviser (RIA), Wealth Management, Retirement Planning

Tracked deals

5

5 tracked deals across 2024-2026.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Addon

3 addon · 2 buyout

The Retirement Planning Group Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for The Retirement Planning Group. 3 2024 1 2025 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Cetera Acquires Plains Wealth Management
    January 29, 2026
    Buyer
    Cetera Financial Group, The Retirement Planning Group (TRPG)
    Target
    Plains Wealth Management
    Industry
    Financial Services
    Location
    Texas, United States
    Type
    Buyout

    Cetera Financial Group has completed the acquisition of Plains Wealth Management, a Houston-based independent wealth management practice that oversees approximately $400 million in client assets. The Plains team will join The Retirement Planning Group (TRPG), Cetera's employee-based RIA, expanding TRPG's footprint into the Houston market and providing the Plains team with growth and succession options.

  • The Retirement Planning Group (TRPG) Acquires HMC Partners
    September 25, 2025
    Buyer
    The Retirement Planning Group (TRPG), Cetera Financial Group
    Target
    HMC Partners
    Industry
    Wealth Management
    Location
    North Carolina, United States
    Type
    Buyout

    The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, closed the acquisition of HMC Partners, an advisory firm based in Greensboro, North Carolina, bringing approximately $425 million in assets to Cetera/TRPG. HMC Partners serves more than 500 households; co‑founders John Hardy and Gib McEachran have joined TRPG following a multi-year affiliation with Summit Financial Networks.

  • The Retirement Planning Group Acquires Parrott Wealth Management
    September 24, 2024
    Buyer
    The Retirement Planning Group (TRPG), Cetera Holdings
    Target
    Parrott Wealth Management, LLC
    Seller
    William Parrott
    Industry
    Financial Services
    Location
    Texas, United States
    Type
    Addon

    The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, has acquired Parrott Wealth Management, a three-person Austin-based advisory firm led by William Parrott that manages roughly $185–$185 million in assets. The team of three and approximately 200 clients will join TRPG, increasing TRPG’s assets under management and marking its fourth acquisition since being acquired by Cetera in 2023.

  • The Retirement Planning Group (TRPG) Acquires Watters Financial Services
    August 6, 2024
    Buyer
    The Retirement Planning Group (TRPG), Cetera Holdings / Cetera Financial Group
    Target
    Watters Financial Services
    Seller
    Watters Financial Services, Tim Watters, Colin Watters
    Industry
    Financial Services
    Location
    New Jersey, United States
    Type
    Addon

    The Retirement Planning Group (TRPG), Cetera's employee-based RIA, has acquired Watters Financial Services, a Paramus, New Jersey-based father-son wealth management practice with roughly $180 million in assets under management. Three employees and about 130 clients will join TRPG as the firm expands its AUM and advisor footprint following TRPG's own acquisition by Cetera.

  • The Retirement Planning Group Acquires Dightman Capital Group
    February 21, 2024
    Buyer
    The Retirement Planning Group (TRPG)
    Target
    Dightman Capital Group, Inc.
    Seller
    Brian Dightman
    Industry
    Wealth Management
    Location
    Kansas, United States
    Type
    Addon

    The Retirement Planning Group (TRPG), a Cetera-backed wealth management platform headquartered in Leawood, Kansas, has acquired 100% of the assets of Dightman Capital Group, Inc., an RIA based in Overland Park, Kansas. Owner Brian Dightman becomes a W‑2 advisor at TRPG as part of TRPG’s ongoing M&A strategy to integrate independent advisors and expand its assets and client base.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by The Retirement Planning Group. Wealth Management Buyers & Acquisitions 2 tracked deals by The Retirement Planning Group. Acquisitions in Texas 2 tracked deals by The Retirement Planning Group. Acquisitions in Kansas 1 tracked deal by The Retirement Planning Group. Acquisitions in New Jersey 1 tracked deal by The Retirement Planning Group. Acquisitions in North Carolina 1 tracked deal by The Retirement Planning Group.

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