{"url":"https://nivawealth.com/firms/the-estate-planners-group-124418","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/124418","regulatoryAum":422065000,"crd":"124418","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7199584","suffix":null,"lastName":"Carpenter","firstName":"Matthew","middleName":"Scott"},{"crd":"8151966","suffix":null,"lastName":"Loesser","firstName":"Christopher","middleName":"David"},{"crd":"3177524","suffix":null,"lastName":"LOESSER","firstName":"DAVID","middleName":"WAYNE"},{"crd":"6580161","suffix":null,"lastName":"Loesser","firstName":"Jeffrey","middleName":"Michael"},{"crd":"2962858","suffix":null,"lastName":"SULLIVAN","firstName":"MICHAEL","middleName":"RAYMOND"},{"crd":"7080183","suffix":null,"lastName":"Yorgensen","firstName":"Kevin","middleName":"Peter"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":291195000,"clients":239,"employees":5,"offices":3},{"filedOn":"2022-03-31","regulatoryAum":287400000,"clients":235,"employees":5,"offices":3},{"filedOn":"2023-03-31","regulatoryAum":305000000,"clients":226,"employees":5,"offices":3},{"filedOn":"2024-03-29","regulatoryAum":328600000,"clients":221,"employees":5,"offices":3},{"filedOn":"2025-04-02","regulatoryAum":360936000,"clients":326,"employees":5,"offices":3},{"filedOn":"2026-03-31","regulatoryAum":422065000,"clients":342,"employees":5,"offices":3}],"secFileNumber":"801-110033","legalName":"The Estate Planners Group LLC","displayName":"The Estate Planners Group","slug":"the-estate-planners-group-124418","website":"https://epgnow.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/estate-planners-group","founded":"2001","organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"37 S. 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