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Taylor Rae Pearson

THE Retirement Planning Group, LLC

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About Taylor Rae Pearson

Taylor Rae Pearson is an Investment Advisor Representative at The Retirement Planning Group, LLC. Taylor has been in the industry since October 2018 and has experience with several firms including TD Ameritrade, Inc. and AXA Advisors, LLC. Taylor is registered to provide investment advice in Kansas. Taylor's primary areas of expertise include retirement planning, financial planning, and portfolio management for individuals. Taylor holds the Series 66, Series 63 and Series 7 licenses as well as the Securities Industry Essentials (SIE) exam.

Firm Information

Taylor Pearson is currently registered with THE Retirement Planning Group, LLC. THE Retirement Planning Group, LLC is an investment advisor registered with the SEC. The firm manages approximately $2.63 billion in assets for 8,607 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning, portfolio management for individuals, and educational seminars. They are based in Leawood, KS.
THE Retirement Planning Group, LLC

4811 W. 136TH STREET

LEAWOOD, KS 66224

$2.63B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Taylor Pearson’s Registration & Firm History

KS

08/09/2021 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

KS

11/07/2019 - 07/28/2021

TD AMERITRADE, INC. (OVERLAND PARK KS)

KS

08/22/2019 - 11/01/2019

AXA ADVISORS, LLC (OVERLAND PARK KS)

AZ

10/12/2018 - 07/23/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 11/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Rae Pearson.
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