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THE ESTATE PLANNERS GROUP
Legal name: THE ESTATE PLANNERS GROUP LLC
CRD 124418File 801-110033
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$422.1M
Below cohort median (national)
Discretionary AUM
$421.6M
Non-discretionary $495K
Clients
342
342 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 8, 2017
- Principal office
- 37 S. DELAWARE AVENUE, SUITE 1, YARDLEY, PA, 19067
- Phone
- 215-321-4410
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $422.1M
- Discretionary AUM
- $421.6M
- Non-discretionary AUM
- $495K
- Discretionary accounts
- 340
- Non-discretionary accounts
- 2
- Total accounts
- 342
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $342K |
| High net worth individuals | 173 | $358.5M |
| Individuals (other than high net worth individuals) | 167 | $63.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.