American Retirement Planning Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
American Retirement Planning Group reports 870 clients. They include 744 individual clients, 71 pension and profit-sharing plans, and 52 high-net-worth individuals. Of its assets, 94.9% ($330M across 702 accounts) are managed with discretion; $17.9M across 168 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 25% |
| High-net-worth individuals | 6% | 38% |
| Pension and profit-sharing plans | 8% | 36% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 744 | $85.5M | 24.6% | $115K |
| High-net-worth individuals | 52 | $133M | 38.1% | $2.55M |
| Pension and profit-sharing plans | 71 | $125M | 35.9% | $1.76M |
| Charitable organizations | Fewer than 5 | $5.23M | 1.5% | $1.74M |
| Total | 870 | $348M | 100% | — |
- Clients
- 744
- Regulatory AUM
- $85.5M
- AUM share
- 24.6%
- Avg. per client
- $115K
- Clients
- 52
- Regulatory AUM
- $133M
- AUM share
- 38.1%
- Avg. per client
- $2.55M
- Clients
- 71
- Regulatory AUM
- $125M
- AUM share
- 35.9%
- Avg. per client
- $1.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.23M
- AUM share
- 1.5%
- Avg. per client
- $1.74M
Total
- Clients
- 870
- Regulatory AUM
- $348M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
American Retirement Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial consultation
- Financial consultation is billed at a maximum of $450 an hour, negotiable, and invoiced after the work is completed.
- Financial planning
- Financial planning is billed a quarterly fee of $50, $100, $200 or $400, set by how often the firm meets with the client.
Matthew Dahl owns 75% or more of American Retirement Planning Group. The leadership team of American Retirement Planning Group includes Chief Investment Officer Matthew Dahl. It has 5 employees, 2 of them in advisory roles.
Leadership
- Matthew DahlChief Investment Officer/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Matthew D Dahl
- Alec T. Unruh
Staff
- 5 employees
- 2 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- 2 soliciting firms
- Owns 75% or more of American Retirement Planning Group Inc
Matthew Dahl
Control person · since May 2013
American Retirement Planning Group’s regulatory assets grew from $235M (March 2021) to $348M (August 2026); clients rose from 475 to 870 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $348M | 870 | 5 | 1 |
| March 2025 | $289M | 815 | 9 | 1 |
| March 2024 | $235M | 828 | 6 | 1 |
| March 2023 | $209M | 894 | 7 | 1 |
| June 2022 | $254M | 927 | 4 | 1 |
| March 2021 | $235M | 475 | 4 | 1 |
Besides its headquarters, American Retirement Planning Group has 0 offices, with 1 listed address in Nevada.
Nevada · 1 listed address
- 1120 N. Town Center DR., Suite 140, Las VegasHQ
Other business names
American Retirement Planning Group has reported 1 other business name to the SEC.
- Arpg
Contact and registration details
- Legal name
- American Retirement Planning Group Inc
- Headquarters
- 1120 N. Town Center DR., Suite 140, Las Vegas, NV 89144
- Website
- intelligentinvestment.com
- Phone
- 702-655-8300
- SEC file
- 801-110254
- Structure
- Nevada corporation
- Fiscal year end
- December
American Retirement Planning Group uses Pershing ($181M) as custodian for its separately managed accounts. American Retirement Planning Group does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $181M100%
At year end, American Retirement Planning Group’s separately managed accounts were mostly in stocks (75%) and funds (17%).
What the accounts hold
- Stocks75%
- Exchange-traded equities62%
- Non-exchange-traded equities13%
- Funds17%
- Cash3%
- Other5%
- Miscellaneous funds5%
How many clients does American Retirement Planning Group have?
American Retirement Planning Group has 870 clients and manages $348 million for them, as of August 2026. They include 744 individual clients, 71 pension and profit-sharing plans, and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does American Retirement Planning Group offer?
American Retirement Planning Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does American Retirement Planning Group use?
American Retirement Planning Group’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $181M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does American Retirement Planning Group have?
American Retirement Planning Group has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does American Retirement Planning Group invest in?
At the end of its last fiscal year, American Retirement Planning Group’s separately managed accounts held 62% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 13% non-exchange-traded equities, 5% other and 3% cash and equivalents. The 5% other category is described as: Miscellaneous Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns American Retirement Planning Group?
American Retirement Planning Group’s direct owner is Matthew Dahl (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does American Retirement Planning Group get paid?
American Retirement Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is American Retirement Planning Group registered with the SEC?
Yes, American Retirement Planning Group has been registered with the SEC as an investment adviser since 5 April 2017. Its CRD number is 108300 and its SEC file number is 801-110254.
Source: Form ADV Part 1A, Item 1, filed 18 August 2026; IAPD firm record
How do I contact American Retirement Planning Group?
American Retirement Planning Group’s main office is at 1120 N. Town Center DR., Suite 140, Las Vegas, NV 89144. Its phone number is 702-655-8300. Its website is intelligentinvestment.com.