Estate Planning Professionals

Estate Planning Professionals (CRD# 146957) is a financial advisory firm headquartered in Westerville, OH. They manage $32,557,424 in 411 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $79,215
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

OH, TX

Financial Advisors at Estate Planning Professionals
Showing 1 - 2 of 2 top financial advisors.
1
David B. Lennox
CRD#: 1855993
921 Eastwind Drive, Suite 101, Westerville, OH 43081
83
Wealthminder
score

David Lennox (CRD# 1855993) is an Investment Advisor Representative working at Estate Planning Professionals in Westerville, OH and has over 17 years of experience in the finance industry.

2
Phillip M. Valley
CRD#: 2748315
921 Eastwind Drive, Suite 101, Westerville, OH 43081
73
Wealthminder
score

Phillip Valley (CRD# 2748315) is an Investment Advisor Representative working at Estate Planning Professionals in Westerville, OH and has over 14 years of experience in the finance industry.

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