Resource Planning Group Ltd

Resource Planning Group, Ltd. is a legally established GA Corporation with 10 employees and 6 of them working as advisors. With a successful registration with the SEC since February 1993, this firm has been serving 4 clients with great expertise and professionalism.

• GEORGIA FINKLEA HOWARD

  SHAREHOLDER owns more than 25% but less than 50%

• JASON DAVID LINA

  SHAREHOLDER/LEAD ADVISOR/PARTNER/COO owns more than 10% but less than 25%

• JASON DAVID LINA

  CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• JOHN D. EVANS

  SHAREHOLDER/PARTNER/ADVISOR owns less than 5%

• JOHN ELSON HOWARD

  SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR owns more than 25% but less than 50%

• ALAN DALTON THOMSON

  CHIEF COMPLIANCE OFFICER owns less than 5%

• Msouth Equity Partners LLC
• LCG Associates Inc
• CORNERMAP LLC
• Sherrill & Hutchins Financial Advisory Inc
• Brightworth LLC
• Advisory Services Network LLC
• Gratus Capital LLC
• Galleria Financial Advisors LLC
• Cortland Investment Management LLC
• The Strategic Financial Alliance Inc

• Resource Planning Group Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Analyzing the Q3 and Q4 2022 Holdings of Resource Planning Group: Insights into Changes in Investment Strategy

• ISHARES TR CORE US AGGBD ET $31,185k
• VANGUARD CHARLOTTE FDS $20,446k
• VANGUARD SCOTTSDALE FDS $19,460k
• Schwab US Tips ETF (SCHP) $10,641k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $10,008k
• SCHWAB STRATEGIC TR $8,509k
• VANGUARD INDEX FDS $6,761k
• VANGUARD BD INDEX FD INC TOTAL BND MRKT $5,334k
• VANGUARD MUN BD FD INC $4,849k
• VANGUARD INDEX FDS SMALL CP ET $4,511k