# Isakov Planning Group Inc.

> Isakov Planning Group Inc. is a state-registered investment advisory firm in Southampton, PA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 153685
- Filed as: ISAKOV PLANNING GROUP INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southampton, PA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153685
- AdvisorCensus page: https://advisorcensus.com/firm/isakov-planning-group-inc-southampton-pa-153685

## Quick answers

**How is Isakov Planning Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Isakov Planning Group Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Isakov Planning Group Inc. located?**
Isakov Planning Group Inc.'s principal office is in Southampton, PA, according to its Form ADV.

**Is Isakov Planning Group Inc. registered with the SEC or a state?**
Isakov Planning Group Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153685.

**How much does Isakov Planning Group Inc. manage?**
Isakov Planning Group Inc. reports $55,486,809 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (39% discretionary).

**What types of clients does Isakov Planning Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (536); high net worth individuals (33); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Does Isakov Planning Group Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153685

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,486,809
- Discretionary: $21,408,951
- Non-discretionary: $34,077,858

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 536 | $12,654,736 |
| High net worth individuals | 33 | $8,754,215 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $34,077,858 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- isakovgroup.com
- Facebook @isakovgroup
- LinkedIn @isakov-planning-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Isakov Planning Group Inc. (CRD 153685): Form ADV filing data as of October 2026.