EQUITY PLANNING GROUP, INC.

Overview

Equity Planning Group, Inc. is an independent registered investment adviser that manages portfolios for individuals and families, with a focus on fee-based portfolio management and financial planning. The firm acts as a capital allocator — it builds and oversees client portfolios directly while also selecting third‑party advisers when an external manager or specialized capability is appropriate. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Investment practice skews toward public equities: exchange‑traded equities represent the largest single asset category on the books, and the firm expresses a clear preference for equity exposure within client portfolios. Equity Planning Group is not positioned as an active ESG investor. Portfolios appear to be managed predominantly on a discretionary basis, with a small non‑discretionary footprint remaining.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices