# The Estate Planners Group

> 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.

- CRD: 124418
- Filed as: THE ESTATE PLANNERS GROUP
- Legal name: The Estate Planners Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yardley, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124418
- AdvisorCensus page: https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418

## Quick answers

**How is The Estate Planners Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Estate Planners Group reports these compensation arrangements: a percentage of assets under its management.

**Where is The Estate Planners Group located?**
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).

**Is The Estate Planners Group registered with the SEC or a state?**
The Estate Planners Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 124418.

**How much does The Estate Planners Group manage?**
The Estate Planners Group reports $422,065,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have The Estate Planners Group's assets and staff changed since 2021?**
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.

**What types of clients does The Estate Planners Group serve?**
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).

**Does The Estate Planners Group report any disciplinary disclosures?**
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

**Does The Estate Planners Group state an account minimum?**
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."

**What changed in The Estate Planners Group's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> EPG requires a minimum account value of $500,000 for advisory services; however, EPG has the discretion to waive this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $422,065,000
- Discretionary: $421,570,000
- Non-discretionary: $495,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $63,258,000 |
| High net worth individuals | 173 | $358,465,000 |
| Charitable organizations | 2 | $342,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Collins, CO
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- epgnow.net
- LinkedIn @estate-planners-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $291,195,000 | 5 | March 25, 2021 |
| October 2022 | $287,400,000 | 5 | March 31, 2022 |
| October 2023 | $305,000,000 | 5 | March 31, 2023 |
| October 2024 | $328,600,000 | 5 | March 29, 2024 |
| October 2025 | $360,936,000 | 5 | April 2, 2025 |
| October 2026 | $422,065,000 | 5 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $360,936,000 to $422,065,000 (+17%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Estate Planners Group (CRD 124418): Form ADV filing data as of October 2026.