{"url":"https://nivawealth.com/firms/american-retirement-planning-group-108300","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108300","regulatoryAum":348138260,"crd":"108300","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6127134","suffix":null,"lastName":"DAHL","firstName":"MATTHEW","middleName":"D"},{"crd":"7439421","suffix":null,"lastName":"Unruh","firstName":"Alec","middleName":"T."}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-18","regulatoryAum":234530630,"clients":475,"employees":4,"offices":1},{"filedOn":"2022-06-07","regulatoryAum":254476926,"clients":927,"employees":4,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":209314304,"clients":894,"employees":7,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":235142776,"clients":828,"employees":6,"offices":1},{"filedOn":"2025-03-03","regulatoryAum":289420592,"clients":815,"employees":9,"offices":1},{"filedOn":"2026-08-18","regulatoryAum":348138260,"clients":870,"employees":5,"offices":1}],"secFileNumber":"801-110254","legalName":"American Retirement Planning Group Inc","displayName":"American Retirement Planning Group","slug":"american-retirement-planning-group-108300","website":"https://intelligentinvestment.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Nevada corporation","fiscalYearEnd":"December","headquarters":{"street":"1120 N. Town Center DR., Suite 140","city":"Las Vegas","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89144"},"tradeNames":["Arpg"],"registration":{"secApproved":"5 April 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":273979.283919598,"staff":{"employees":5,"advisory":2,"brokerDealerReps":2,"insuranceAgents":2,"promoters":2},"aum":{"regulatory":348138260,"discretionary":330235465,"discretionaryAccounts":702,"nonDiscretionary":17902795,"nonDiscretionaryAccounts":168,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":744,"regulatoryAum":85533948},{"label":"High-net-worth individuals","clients":52,"regulatoryAum":132553562},{"label":"Pension and profit-sharing plans","clients":71,"regulatoryAum":124820876},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":5229874}],"feePrograms":[{"role":"other","program":"Financial consultation","summary":"Financial consultation is billed at a maximum of $450 an hour, negotiable, and invoiced after the work is completed.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007618","versionId":1007618,"submittedOn":"2026-02-09","documentName":"AMERICAN RETIREMENT PLANNING GROUP INC ADV BROCHURE 2.28.24"},{"role":"other","program":"Financial planning","summary":"Financial planning is billed a quarterly fee of $50, $100, $200 or $400, set by how often the firm meets with the client.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007618","versionId":1007618,"submittedOn":"2026-02-09","documentName":"AMERICAN RETIREMENT PLANNING GROUP INC ADV BROCHURE 2.28.24"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:18:45.038038+00:00","documents":[{"name":"AMERICAN RETIREMENT PLANNING GROUP INC ADV BROCHURE 2.28.24","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007618","versionId":1007618,"submittedOn":"2026-02-09"}]},"custodians":[{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":180594285}],"custodyNote":"American Retirement Planning Group does not have custody of client assets.","leadership":[{"name":"Matthew Dahl","title":"Chief Investment Officer/Chief Compliance Officer","crd":"6127134"}],"ownership":[{"label":"Matthew Dahl","detail":"Chief investment officer/chief compliance officer in the 75% or more ownership band and a control person, since May 2013."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Nevada","offices":1,"addresses":[{"street":"1120 N. Town Center DR., Suite 140","city":"Las Vegas","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"702-655-8300","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"Non-exchange-traded equity securities","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":5,"detail":"Miscellaneous Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"18 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108300/PDF/108300.pdf","brochureDate":"9 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007618","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does American Retirement Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Retirement Planning Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does American Retirement Planning Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Retirement Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Retirement Planning Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns American Retirement Planning Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Retirement Planning Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is American Retirement Planning Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact American Retirement Planning Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}