# MG Planning Services, Inc.

> MG Planning Services, Inc. is a state-registered investment advisory firm in Woodbury, NY, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated January 31, 2026.

- CRD: 316672
- Filed as: MG PLANNING SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodbury, NY
- Filing period: October 2026
- Form ADV filing dated: January 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316672
- AdvisorCensus page: https://advisorcensus.com/firm/mg-planning-services-inc-woodbury-ny-316672

## Quick answers

**How is MG Planning Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), MG Planning Services, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MG Planning Services, Inc. located?**
MG Planning Services, Inc.'s principal office is in Woodbury, NY, according to its Form ADV.

**Is MG Planning Services, Inc. registered with the SEC or a state?**
MG Planning Services, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316672.

**Does MG Planning Services, 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/316672

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MG Planning Services, Inc. (CRD 316672): Form ADV filing data as of October 2026.