Equity Planning Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,241,132
Clients
157
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
157
Very HighAverage account size
$294,530
About
Equity Planning Group, Inc. provides discretionary investment management and related financial planning to individuals, high-net-worth clients, trusts and estates, and to pension and profit-sharing (qualified) plans. Services include ongoing portfolio management and retirement- or college-savings planning, and clients can elect implementation through third‑party subadvisers or service providers.
The firm generally uses fundamental analysis to build diversified portfolios across stocks, bonds, mutual funds, ETFs and other instruments, employing both long‑ and short‑term strategies and periodic rebalancing guided by quarterly reviews. Accounts are typically managed on a discretionary basis with clients able to impose written restrictions, and the firm may rely on custodial and platform relationships to execute and administer client accounts.
A distinguishing feature is the firm’s work with qualified retirement plans, including acting as an ERISA fiduciary and, where agreed, serving as a 3(38) investment manager and assisting with plan investment policy statements and ongoing monitoring. The firm’s principals also maintain insurance and mortgage licenses and participate in custodial programs offered by major broker‑dealers and advisory platforms; those outside business activities and platform benefits are disclosed and managed to address potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000+: Negotiable
Insurance commissions received by Scott Goldberg if client purchases insurance products through him; mortgage loan origination fees if client uses Scott Goldberg's mortgage services
Fee-only: Investment management fees ranging from 0.50% to 1.50% annually; financial planning included in management fee; fees negotiable
Main office location
Equity Planning Group, Inc.
7035 Orchard Lake Rd. Suite 700
West Bloomfield MI 48322, United States
Number of offices
1
Most active in
Equity Planning Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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