THE ESTATE PLANNERS GROUP

Overview

The Estate Planners Group is an independent RIA organized as an LLC and registered with the SEC in 2017. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. The firm is not positioned as an ESG investor. The business model is fee‑based on a percentage of AUM and the firm also has affiliations that indicate sponsor and GP roles, including managing membership in pooled investment vehicles. That suggests the firm both allocates capital to external managers and can sponsor or operate pooled investment structures for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices