# The Estate Planning Team, Inc.

> The Estate Planning Team, Inc. is a state-registered investment advisory firm in Middleburg Heights, OH, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated July 28, 2026.

- CRD: 170414
- Filed as: THE ESTATE PLANNING TEAM, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middleburg Heights, OH
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170414
- AdvisorCensus page: https://advisorcensus.com/firm/the-estate-planning-team-inc-middleburg-heights-oh-170414

## Quick answers

**How is The Estate Planning Team, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Estate Planning Team, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Estate Planning Team, Inc. located?**
The Estate Planning Team, Inc.'s principal office is in Middleburg Heights, OH, according to its Form ADV.

**Is The Estate Planning Team, Inc. registered with the SEC or a state?**
The Estate Planning Team, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170414.

**Does The Estate Planning Team, 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/170414

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [financialfoodforthought.com](https://financialfoodforthought.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Estate Planning Team, Inc. (CRD 170414): Form ADV filing data as of October 2026.