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CM

Catherine S. Mcdaniel

THE RETIREMENT PLANNING GROUP
HOUSTON, TX 77007
Some features on this profile are disabled
CRD#: 6197532
CM

Professional summary

Catherine Savara Mcdaniel, CFP®, who also goes by C S Mcdaniel, C Savara Mcdaniel, Savara Mcdaniel, is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Houston, Texas.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Catherine has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

C S Mcdaniel | C Savara Mcdaniel | Savara Mcdaniel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Savara Mcdaniel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

December 22, 2025 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 6019 Schuler Street, Houston, TX 77007
RIA
CRD#: 129625
HOUSTON, TX
Past

August 31, 2023 - December 22, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Houston, TX
Past

August 31, 2023 - December 22, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Houston, TX
Past

October 29, 2018 - September 11, 2023

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Houston, TX
Past

October 29, 2018 - September 11, 2023

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Houston, TX
Past

August 4, 2017 - November 5, 2018

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
HOUSTON, TX
Past

April 25, 2017 - November 5, 2018

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA
Registered Investment Advisory firm - (1/16/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2017
General Securities Representative Examination

Current Firm

TR
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA
Registered Investment Advisory firm - (1/16/2004 Approved)
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Contact information

Main Address
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
Mailing Address
Phone number
(913) 498-8898
Established
Firm type
Fiscal year end
# of Employees
58

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE RETIREMENT PLANNING GROUP ADV PART 2A FEBRUARY 2026 (2/12/2026)

Regulatory assets under management

Total Number of Accounts13,910
AUM (Assets Under Management)$ 4,451,007,696

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
08/08/2024
Cover Page
Report
11/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625Houston, TX 77007

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