{
  "crd_number": 124418,
  "slug": "the-estate-planners-group-yardley-pa-124418",
  "primary_business_name": "THE ESTATE PLANNERS GROUP",
  "legal_name": "THE ESTATE PLANNERS GROUP LLC",
  "dbas": [],
  "city": "Yardley",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-08",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 422065000.0,
  "raum_discretionary": 421570000.0,
  "raum_non_discretionary": 495000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 342000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 63258000.0,
      "count": 167
    },
    "high_net_worth_individuals": {
      "raum": 358465000.0,
      "count": 173
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "NJ",
    "PA"
  ],
  "websites": [
    "https://epgnow.net",
    "https://linkedin.com/company/estate-planners-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124418",
  "city_as_filed": "YARDLEY",
  "url": "https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418",
  "display_name": "The Estate Planners Group",
  "summary": "The Estate Planners Group is an SEC-registered investment advisory firm in Yardley, PA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. The Estate Planners Group (CRD 124418): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Estate Planners Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Estate Planners Group reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is The Estate Planners Group located?",
      "a": "The Estate Planners Group's principal office is in Yardley, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Estate Planners Group registered with the SEC or a state?",
      "a": "The Estate Planners Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 124418."
    },
    {
      "q": "How much does The Estate Planners Group manage?",
      "a": "The Estate Planners Group reports $422,065,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Estate Planners Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Estate Planners Group: Regulatory assets under management: $291,195,000 in the October 2021 data and $422,065,000 in the October 2026 data, up 45%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Estate Planners Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (173); individuals (other than high net worth individuals) (167); charitable organizations (2)."
    },
    {
      "q": "Does The Estate Planners Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124418"
    },
    {
      "q": "Does The Estate Planners Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"EPG requires a minimum account value of $500,000 for advisory services; however, EPG has the discretion to waive this minimum.\""
    },
    {
      "q": "What changed in The Estate Planners Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $360,936,000 to $422,065,000 (+17%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 291195000.0,
      "total_employees": 5,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 287400000.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 305000000.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 328600000.0,
      "total_employees": 5,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 360936000.0,
      "total_employees": 5,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 422065000.0,
      "total_employees": 5,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $360,936,000 to $422,065,000 (+17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "EPG requires a minimum account value of $500,000 for advisory services; however, EPG has the discretion to waive this minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "EPG requires a minimum account value of $500,000 for advisory services; however, EPG has the discretion to waive this minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 167,
      "fewer_than_5": false,
      "raum": 63258000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 173,
      "fewer_than_5": false,
      "raum": 358465000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 342000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124418",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}