CRD: 112612
Equity Planning Group, Inc.
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1991
- Office Locations
- 1
Office Locations
About Equity Planning Group, Inc.
Equity Planning Group, Inc. is an independent, fee-based RIA founded in 1985 providing fiduciary financial planning, value-oriented portfolio management, and independent insurance solutions. The firm serves individuals, retirees, and small business owners/corporations, building diversified portfolios across equities, bonds, REITs, alternatives, mutual funds and ETFs with a patient, long-term approach. Client assets are held in their name at Charles Schwab and Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NATHAN GOLDBERG
CERTIFIED Financial PLANNER cfp®
- CRD
- #1102396
- Ownership
- 50% but less than 75%
SCOTT MICHAEL GOLDBERG
Chief Compliance Officer, President
- CRD
- #4215716
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,241,132 | -- |
| Non-Discretionary | $691,655 | -- |
| Total | $46,932,787 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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