The Estate Planning Team, Inc.

The Estate Planning Team, Inc. (CRD# 170414) is a financial advisory firm headquartered in Middleburg Heights, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Other
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.


Financial Advisors at The Estate Planning Team, Inc.
Showing 1 - 1 of 1 top financial advisors.
Mark J. Donnelly
CRD#: 2926204
16600 Sprague Road, Suite 445, Middleburg Heights, OH 44130

Mark Donnelly (CRD# 2926204) is an Investment Advisor Representative working at The Estate Planning Team, Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry.

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