GRP Retirement Planning

Overview

GRP Retirement Planning is an SEC registered investment adviser based in Farmingdale, ME, registered since 2024. It reports $155M in assets under management across 1,972 accounts, with 16 employees. It has 5 investment adviser representatives.

Reported AUM

$155M

Discretionary

100%

Accounts

1,972

Average account

$78.7K

Employees

16

Advisory reps

5

Registered since

2024

Jurisdictions

6

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Nathan Nichols Managing Principal CRD 6733212
• Brooks Hubbell Riley Investment Advisor, Chief Compliance Officer CRD 5879671

Advisory reps 3 of 5

• John Cameron Bandstra Investment Adviser Rep CRD 7654950
• Jacob D Coan Insurance Agent · Investment Adviser Rep CRD 7570046
• Lance Kenneth James Harder Insurance Agent · Investment Adviser Rep CRD 7286728

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

633 Maine Ave
Farmingdale, ME 04344

County

Kennebec

Metro area

Augusta-Waterville, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: grplans.com

Every state, with registration dates

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