The Estate Planners Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, estate planning, and insurance. Financial planning was provided to 26–50 clients last fiscal year.
The Estate Planners Group reports 342 clients. They include 173 high-net-worth individuals, 167 individual clients and 2 charitable organizations. Of its assets, 99.9% ($422M across 340 accounts) are managed with discretion; $495K across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 15% |
| High-net-worth individuals | 51% | 85% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 167 | $63.3M | 15.0% | $379K |
| High-net-worth individuals | 173 | $358M | 84.9% | $2.07M |
| Charitable organizations | Fewer than 5 | $342K | 0.1% | $171K |
| Total | 342 | $422M | 100% | — |
- Clients
- 167
- Regulatory AUM
- $63.3M
- AUM share
- 15.0%
- Avg. per client
- $379K
- Clients
- 173
- Regulatory AUM
- $358M
- AUM share
- 84.9%
- Avg. per client
- $2.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $342K
- AUM share
- 0.1%
- Avg. per client
- $171K
Total
- Clients
- 342
- Regulatory AUM
- $422M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
The Estate Planners Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
David Loesser owns 75% or more of The Estate Planners Group. David Loesser is CEO; the leadership team includes Chief Investment Officer Jeffrey Loesser and Chief Compliance Officer Katherine Kirkner. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 75% or more of The Estate Planners Group LLC
David Loesser
Control person · since January 2002
The Estate Planners Group’s regulatory assets grew from $291M (March 2021) to $422M (March 2026); clients rose from 239 to 342 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $422M | 342 | 5 | 3 |
| Apr 2025April 2025 | $361M | 326 | 5 | 3 |
| Mar 2024March 2024 | $329M | 221 | 5 | 3 |
| Mar 2023March 2023 | $305M | 226 | 5 | 3 |
| Mar 2022March 2022 | $287M | 235 | 5 | 3 |
| Mar 2021March 2021 | $291M | 239 | 5 | 3 |
Besides its headquarters, The Estate Planners Group has 2 offices, with 3 listed addresses across 3 states.
Colorado · 1 listed address
- 155 E Boardwalk DR #516, Fort Collins
Florida · 1 listed address
- 5660 Strand Court, Naples
Pennsylvania · 1 listed address
- 37 S. Delaware Avenue, Suite 1, YardleyHQ
Contact and registration details
- Legal name
- The Estate Planners Group LLC
- Headquarters
- 37 S. Delaware Avenue, Suite 1, Yardley, PA 19067
- Website
- epgnow.net
- Phone
- 215-321-4410
- @estate-planners-group
- SEC file
- 801-110033
- Founded
- 2001
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
The Estate Planners Group has custody of client assets.
At year end, The Estate Planners Group’s separately managed accounts were mostly in stocks (61%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $221M across 70 positions; the largest are Guggenheim Strategic Opportu (12.2%), Pimco Dynamic Income FD (10.3%) and Invesco Qqq TR (9.3%).
What the accounts hold
- Stocks61%
- Funds31%
- Registered funds21%
- Pooled vehicles10%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
How many clients does The Estate Planners Group have?
The Estate Planners Group has 342 clients and manages $422 million for them, as of March 2026. They include 173 high-net-worth individuals, 167 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does The Estate Planners Group offer?
The Estate Planners Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does The Estate Planners Group have?
The Estate Planners Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Estate Planners Group invest in?
At the end of its last fiscal year, The Estate Planners Group’s separately managed accounts held 61% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar), 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Estate Planners Group?
The Estate Planners Group’s direct owner is David Loesser (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does The Estate Planners Group get paid?
The Estate Planners Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Estate Planners Group?
The Estate Planners Group’s main office is at 37 S. Delaware Avenue, Suite 1, Yardley, PA 19067. Its phone number is 215-321-4410. Its website is epgnow.net.