Equity Planning Group, Inc.

Equity Planning Group, Inc. (CRD# 112612) is a financial advisory firm headquartered in West Bloomfield, MI. They manage $41,528,248 in 219 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $189,627
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Equity Planning Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Nathan Goldberg
CRD#: 1102396
7035 Orchard Lake Rd. Suite 700, West Bloomfield, MI 48322
96
Wealthminder
score

Nathan Goldberg (CRD# 1102396) is an Investment Advisor Representative working at Equity Planning Group, Inc. in West Bloomfield, MI and has over 33 years of experience in the finance industry. Nathan Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott M. Goldberg
CRD#: 4215716
7035 Orchard Lake Road,, Suite 700, West Bloomfield, MI 48322
93
Wealthminder
score

Scott Goldberg (CRD# 4215716) is an Investment Advisor Representative working at Equity Planning Group, Inc. in West Bloomfield, MI and has over 16 years of experience in the finance industry.

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