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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RESOURCE PLANNING GROUP, LTD.

CRD 111524

ATLANTA, GA

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:e4702e2a-45c4-b136-3a9c-fd105999ba2b

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2023
37 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $279MItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $279M
Private client RAUM: $273MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 978
Individual clients: 220
High net worth clients: 80
Custody, client assets: $60.8M
SEC number: 801-43321
CRD: 111524
Filings on the tape: 37
First filed: Mar 30, 2012
Latest filed: Mar 31, 2023
Organised: Corporation, Georgia

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
EVANS, JOHN, D.	SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Sep 12, 2016	Mar 31, 2023
HOWARD, GEORGIA, FINKLEA	Shareholder	Na	yes	02/2001	Mar 30, 2012	Mar 31, 2023
HOWARD, JOHN, ELSON	SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO	Na	yes	07/2010	Mar 30, 2012	Mar 31, 2023
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	11/2022	Dec 14, 2022	Mar 31, 2023
THOMSON, ALAN, DALTON	SHAREHOLDER/PRINCIPAL/LEAD ADVISOR	Na	yes	08/2019	Aug 29, 2019	Mar 31, 2023

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
JOHN HOWARD	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. SIMONS ISLAND	Ga	United States	1	no

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
2022	Mar 31, 2023	$279M	$279M	7	5	1	n/a	n/a
2021	Mar 30, 2022	$349M	$349M	9	6	1	n/a	n/a
2020	Mar 25, 2021	$325M	$313M	8	6	1	n/a	n/a
2019	Mar 30, 2020	$374M	$374M	8	6	1	n/a	n/a
2018	Feb 13, 2019	$332M	$332M	10	6	1	n/a	n/a
2017	Feb 27, 2018	$313M	$313M	7	3	1	n/a	n/a
2016	Feb 27, 2017	$255M	$255M	7	5	n/a	n/a	n/a
2015	Mar 30, 2016	$233M	$233M	8	5	n/a	n/a	n/a
2014	Feb 20, 2015	$230M	$230M	8	6	n/a	n/a	n/a
2013	Mar 10, 2014	$206M	$206M	7	6	n/a	n/a	n/a
2012	Mar 27, 2013	$201M	$178M	7	6	n/a	n/a	n/a
2011	Mar 30, 2012	$383M	$259M	n/a	n/a	n/a	n/a	n/a

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
2022	$279M	$349M	-20.0%	$374M	-9.4%	7	9	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Sep 20, 2023	Dec 19, 2022	ATLANTA, GA	Team lift out	RIA to RIA	100.0%
MERCER GLOBAL ADVISORS INC.	2	Jun 9, 2023	Jan 23, 2023	ATLANTA, GA	Team lift out	RIA to RIA	50.0%

Relationships

Controls (5)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Dec 14, 2022 to presentfactForm ADV
← HOWARD, JOHN, ELSONOwnerSHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← THOMSON, ALAN, DALTONOwnerSHAREHOLDER/PRINCIPAL/LEAD ADVISOR, ownership code NA, individual
Aug 29, 2019 to presentfactForm ADV
← HOWARD, GEORGIA, FINKLEAOwnerSHAREHOLDER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← EVANS, JOHN, D.OwnerSHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 12, 2016 to presentfactForm ADV

Registered with (12)

← JOHN ELSON HOWARDAdvisorregistration: previous registration
Nov 24, 2003 to Sep 20, 2023factForm ADV
← JOHN D. EVANSAdvisorregistration: previous registration
Sep 26, 2012 to Sep 20, 2023factForm ADV
← MELANIE ODOM FITZGERALDAdvisorregistration: previous registration
Jan 19, 2021 to Jun 21, 2023factForm ADV
← SARAH LOUISE CANNONAdvisorregistration: previous registration
Jan 19, 2021 to Jun 9, 2023factForm ADV
← DAVID ROBERT BOCKELAdvisorregistration: previous registration
Apr 26, 2021 to Oct 9, 2022factForm ADV
← Jonathan Graham GerrardAdvisorregistration: previous registration
May 27, 2021 to Dec 17, 2021factForm ADV
← GEORGE CHRISTIAN MAUSERAdvisorregistration: previous registration
Jan 29, 2015 to Nov 30, 2020factForm ADV
← JASON DAVID LINAAdvisorregistration: previous registration
Sep 13, 2012 to Jan 20, 2020factForm ADV
← Marjorie Uys EdenfieldAdvisorregistration: previous registration
Jan 28, 2016 to Jan 20, 2020factForm ADV
← ELIZABETH ANN BOSWORTHAdvisorregistration: previous registration
Sep 11, 2012 to Mar 4, 2014factForm ADV
← CHARLES BRANDON DOWNSAdvisorregistration: previous registration
Aug 6, 2009 to May 20, 2011factForm ADV
← DEWITT THOMPSON WEAVERAdvisorregistration: previous registration
Nov 21, 2008 to Jul 7, 2009factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out
Jun 9, 2023 to Jan 23, 2023factForm ADV

Dated events

Occurred
Sep 20, 2023
Team lift-out
2 advisors left Resource Planning Group, LTD. (Atlanta, GA) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 20, 2023
Advisor changed firm
John Elson Howard left Resource Planning Group, Ltd. for Mercer Global Advisors Inc. (registered 2022-12-19)
Form ADVobserved 4 days ago
Occurred
Sep 20, 2023
Advisor changed firm
John D. Evans left Resource Planning Group, Ltd. for Mercer Global Advisors Inc. (registered 2022-12-09)
Form ADVobserved 4 days ago
Occurred
Jun 21, 2023
Advisor changed firm
Melanie Odom Fitzgerald left Resource Planning Group, Ltd. for Mercer Global Advisors Inc. (registered 2023-01-23)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2023
Team lift-out
2 advisors left Resource Planning Group, LTD. (Atlanta, GA) for Mercer Global Advisors Inc. within 12 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 9, 2023
Advisor changed firm
Sarah Louise Cannon left Resource Planning Group, Ltd. for Mercer Global Advisors Inc. (registered 2022-12-19)
Form ADVobserved 4 days ago
Occurred
Oct 9, 2022
Advisor changed firm
David Robert Bockel left Resource Planning Group, Ltd. for Crawford Investment Counsel Inc (registered 2022-10-24)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2019
Control person joined
Dalton Alan Thomson (Chief Compliance Officer) appeared on Schedule A of Resource Planning Group, Ltd.
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4702e2a-45c4-b136-3a9c-fd105999ba2b
First observed: Mar 30, 2012
Last observed: Mar 31, 2023 42 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.

RESOURCE PLANNING GROUP, LTD.

CRD 111524

ATLANTA, GA

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:e4702e2a-45c4-b136-3a9c-fd105999ba2b

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVANS, JOHN, D.

SHAREHOLDER/PARTNER/ADVISOR/CHIEF COMPLIANCE OFFICER

yes

07/2021

Sep 12, 2016

Mar 31, 2023

HOWARD, GEORGIA, FINKLEA

Shareholder

yes

02/2001

Mar 30, 2012

Mar 31, 2023

HOWARD, JOHN, ELSON

SHAREHOLDER/PRESIDENT/FOUNDER/LEAD ADVISOR/CIO

yes

07/2010

Mar 30, 2012

Mar 31, 2023

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

11/2022

Dec 14, 2022

Mar 31, 2023

THOMSON, ALAN, DALTON

SHAREHOLDER/PRINCIPAL/LEAD ADVISOR

yes

08/2019

Aug 29, 2019

Mar 31, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOHN HOWARD

n/a

City

State

Country

Employees

Also broker-dealer

ST. SIMONS ISLAND

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$279M

n/a

2021

Mar 30, 2022

$349M

n/a

2020

Mar 25, 2021

$325M

$313M

n/a

2019

Mar 30, 2020

$374M

n/a

2018

Feb 13, 2019

$332M

n/a

2017

Feb 27, 2018

$313M

n/a

2016

Feb 27, 2017

$255M

n/a

2015

Mar 30, 2016

$233M

n/a

2014

Feb 20, 2015

$230M

n/a

2013

Mar 10, 2014

$206M

n/a

2012

Mar 27, 2013

$201M

$178M

n/a

2011

Mar 30, 2012

$383M

$259M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$279M

$349M

-20.0%

$374M

-9.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Sep 20, 2023

Dec 19, 2022

ATLANTA, GA

Team lift out

RIA to RIA

100.0%

MERCER GLOBAL ADVISORS INC.

Jun 9, 2023

Jan 23, 2023

ATLANTA, GA

Team lift out

RIA to RIA

50.0%