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Christina Mccabe

8 Years of Experience
Chesterfield, MO

Christina Mccabe is a registered investment advisor at The Retirement Planning Group, LLC, based in Chesterfield, MO, with 8 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,901 clients with $4.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,901 clients
Average Client Portfolio
$908K average
Assets Under Management
$4.5B

Fee Structure

Planning is included in investment management (also available separately)

The Retirement Planning Group's annual investment management fee is based on a percentage of your portfolio's value, ranging from 0.25% to 2.00% per year, charged quarterly in advance. The specific fee is stated in your Investment Management Agreement. In some cases, fees may be negotiable.

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Location

14755 N. Outer 40 Road Ste. 200, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Retirement Planning Group, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Edelman Financial Engines
October 2017 - January 2024 · 6 yrs 3 mos
State Registrations2 states
KSMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.