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How does the advisor help clients – Key Takeaways:
EQUITY PLANNING GROUP, INC. provides comprehensive financial planning and investment management services to its clients. As a team of experienced financial professionals, they specialize in helping individuals, families, and businesses achieve their financial goals and objectives. They utilize their expertise and knowledge to create personalized financial strategies that can adapt to changing market conditions and client needs.
Facts and Insights
EQUITY PLANNING GROUP, INC. has been in business since 1976 and has a nationwide presence with offices in multiple states. The firm has over $1.5 billion in assets under management and employs a team of over 100 advisors. They have a strong focus on providing personalized and holistic financial planning services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 100+ | Since 1976 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Insurance services
- Tax planning
- Education planning
- Employee benefits
Client Types
EQUITY PLANNING GROUP, INC. works with a diverse range of clients, including individuals, families, and businesses. They serve clients of all ages and income levels, from young professionals just starting their careers to retirees looking to preserve and grow their wealth. They also work with small business owners and provide corporate retirement planning services.
Fees & Compensation
EQUITY PLANNING GROUP, INC. operates on a fee-based compensation model, meaning they charge a percentage of assets under management for their services. This fee structure aligns the advisor’s interests with the client’s, as the advisor’s compensation is directly tied to the performance of the client’s portfolio. They also offer a no-obligation initial consultation to prospective clients.
Background
EQUITY PLANNING GROUP, INC. was founded in 1976 and has since grown to become a leading financial planning firm in the country. The firm is committed to upholding the highest standards of professionalism, integrity, and transparency in their interactions with clients. They continuously strive to stay up-to-date with industry trends and changes in order to provide their clients with the best possible service and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, EQUITY PLANNING GROUP, INC. has a fiduciary duty to act in the best interests of their clients. They have a legal and ethical obligation to provide unbiased and objective advice and to disclose any potential conflicts of interest. This means that they do not receive any commissions or compensation from third-party companies for recommending their products or services. Additionally, all of their advisors have clean disciplinary records, and there are no legal or regulatory actions against the firm or its employees.