The Estate Planners Group Llc
- Regulatory AUM
- $422M
- Discretionary
- $422M
- Clients
- 342
- Avg AUM / client
- $1.2M
- Accounts
- 342
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 167 | $63.3M | 15.0% |
| High net worth individuals | 173 | $358M | 84.9% |
| Charitable organizations | 2 | $342K | 0.08% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Wayne Loesser | Chief Compliance Officer | CFP | Jan 2002 (25y) | 75% or more |
| Michael Raymond Sullivan | Registered representative | May 2004 (22y) | ||
| Jeffrey Michael Loesser | Registered representative | Mar 2016 (10y) | ||
| Matthew Scott Carpenter | Registered representative | Nov 2019 (7y) | ||
| Christopher David Loesser | Registered representative | Aug 2025 (1y) | ||
| Kevin Peter Yorgensen | Registered representative | CFP | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗