The Estate Planning Team, Inc.

Overview

The Estate Planning Team, Inc. is organized as a corporation under single‑owner control and presents itself primarily as a financial planning practice. Its advisory activity on record is financial planning services rather than discretionary portfolio management; FINTRX indicates the firm is not a capital allocator. Fee arrangements listed include hourly charges, fixed fees and other non‑asset‑based billing structures. The firm is not flagged as an active ESG investor, is not registered as a multi‑state adviser, and is not identified as a pension consultant. FINTRX also notes an industry affiliation with an insurance company, which suggests the firm maintains relationships or distribution ties within the insurance sector.

Assets & Accounts

Investments & Alternatives