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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRP RETIREMENT PLANNING

GRP FINANCIAL SERVICES, LLC, CRD 333183

FARMINGDALE, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3799767-6480-be1d-7ba1-6c61d1df046a

Data as of Jan 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Sep 11, 2024 to Jan 26, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $155MItem 5.F on the latest filing (2026-01-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $155M
Private client RAUM: $155MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $31.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,972
Individual clients: 798
High net worth clients: 48
Custody, client assets: $74.4M
SEC number: 801-131281
CRD: 333183
Filings on the tape: 11
First filed: Sep 11, 2024
Latest filed: Jan 26, 2026
Organised: Limited Liability Company, ME
Website: grplans.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BROOKS HUBBELL RILEY	n/a	DAVIDSON, NC \| FARMINGDALE, ME	1	15	2	no
Nathan Nichols	n/a	FARMINGDALE, ME	1	10	3	no
Lance Kenneth James Harder	n/a	FARMINGDALE, ME	1	11	2	no
JACOB DANIEL COAN	n/a	FARMINGDALE, ME	1	10	1	no
John Cameron Bandstra	n/a	FARMINGDALE, ME \| WESTBROOK, ME	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARRINGTON, BRITTANY, T	CHIEF COMPLIANCE OFFICER	Na	yes	09/2024	Sep 11, 2024	Oct 25, 2024
Nichols, Nathan	MANAGING PRINCIPAL	E	yes	09/2024	Sep 11, 2024	Oct 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GOSLINE RETIREMENT PLANNING INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 26, 2026	$155M	$155M	16	5	1	n/a	n/a
2024	Apr 14, 2025	$110M	$110M	14	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$155M	$110M	41.3%	n/a	n/a	16	14	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY ALPHA, LLC	2	Oct 18, 2024	Oct 21, 2024	HOLLAND, MI	Team lift out	RIA to new firm	4.3%

Relationships

Registered with (5)

← John Cameron BandstraAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← Lance Kenneth James HarderAdvisorregistration: current employment
Oct 21, 2024 to presentfactForm ADV
← JACOB DANIEL COANAdvisorregistration: current employment
Oct 21, 2024 to presentfactForm ADV
← BROOKS HUBBELL RILEYAdvisorregistration: current employment
Oct 18, 2024 to presentfactForm ADV
← Nathan NicholsAdvisorregistration: current employment
Oct 18, 2024 to presentfactForm ADV

Controls (2)

← Nichols, NathanOwnerMANAGING PRINCIPAL, ownership code E, individual
Sep 11, 2024 to Oct 25, 2024factForm ADV
← HARRINGTON, BRITTANY, TOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 11, 2024 to Oct 25, 2024factForm ADV

Moved with (1)

← ADVISORY ALPHA, LLCRegistered adviser2 advisors, team lift out
Oct 18, 2024 to Oct 21, 2024factForm ADV

Dated events

Occurred
Oct 18, 2024
Team lift-out
2 advisors left Advisory Alpha, LLC (Holland, MI) for Grp Retirement Planning within 6 days
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 11, 2024
First Form ADV filing
Grp Financial Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3799767-6480-be1d-7ba1-6c61d1df046a
First observed: Sep 11, 2024
Last observed: Jan 26, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GRP RETIREMENT PLANNING

GRP FINANCIAL SERVICES, LLC, CRD 333183

FARMINGDALE, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a3799767-6480-be1d-7ba1-6c61d1df046a

Data as of Jan 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BROOKS HUBBELL RILEY

n/a

DAVIDSON, NC | FARMINGDALE, ME

Nathan Nichols

n/a

FARMINGDALE, ME

Lance Kenneth James Harder

n/a

FARMINGDALE, ME

JACOB DANIEL COAN

n/a

FARMINGDALE, ME

John Cameron Bandstra

n/a

FARMINGDALE, ME | WESTBROOK, ME

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARRINGTON, BRITTANY, T

CHIEF COMPLIANCE OFFICER

yes

09/2024

Sep 11, 2024

Oct 25, 2024

Nichols, Nathan

MANAGING PRINCIPAL

yes

09/2024

Sep 11, 2024

Oct 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GOSLINE RETIREMENT PLANNING INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 26, 2026

$155M

n/a

2024

Apr 14, 2025

$110M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$155M

$110M

41.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY ALPHA, LLC

Oct 18, 2024

Oct 21, 2024

HOLLAND, MI

Team lift out

RIA to new firm

4.3%