Rooted Planning Group
Rooted Planning Group is a fee-only financial planning firm with multiple locations across the country. We act in the best interest of our clients - always. Our team provides objective, unbiased financial planning with a promise and obligation to never solicit you financial products such as insurance or annuities. Flexibility is important to our clients, and all of our planners are available to meet virtually if you do not have a team-member in your specific location. Start growing your financial future with us today.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Rooted Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
Showing 1 of 3 verified contacts
Top roles at Rooted Planning Group
2 distinct titles indexed · top 2 shown.
- 1financial planner
- 1paraplanner
Sign up to unlock all 3 contacts at Rooted Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Rooted Planning Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.