The Estate Planners Group
The Estate Planners Group is an SEC-registered investment adviser serving high-net-worth retirees and pre-retirees across Pennsylvania, Florida, and Colorado with integrated wealth, retirement, tax, and estate planning on a fiduciary AUM-fee basis.
- Company typePrivate
- Founded2001
- HeadquartersYardley, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What The Estate Planners Group does
The Estate Planners Group is a privately held, SEC-registered investment adviser founded by David Loesser in 2001, headquartered in Yardley, Pennsylvania, with additional offices in Naples, Florida and Fort Collins, Colorado. The firm serves high-net-worth and pre-retiree households with investable assets of at least $500,000, delivering integrated advisory across five pillars: income, risk management, taxes, legal considerations, and investments, packaged as a "Financial Life Plan." Its product suite comprises Wealth Management (CPWA-led), Financial Planning, Retirement Planning (CFP-led), Tax Planning, and Estate Planning, supplemented by the Retirement Smart four-session educational course that doubles as a lead-generation funnel.
The firm operates a fiduciary AUM-fee model with tiered quarterly pricing (0.25% on assets up to $500,000, 0.225% on $500,001-$1M, and 0.20% above $1M), bundling tax and estate planning at no incremental fee. Distribution is relationship-based through regional offices and seminars, and the underlying technology consists of an Advisor Link client portal and integration with the WealthHub Salesforce-based trust administration platform delivered through a core partnership with Sterling Trustees ($11B+ AUA, 200+ families, 25 countries). Legal and estate coordination is handled via an alliance with Brennan, Manna & Diamond (including ACTEC Fellow Michael Sneeringer). The team of roughly 11 includes multiple Loesser family members across executive, investment, growth/technology, financial advisor, and operations roles, indicating a founder-controlled, family-operated operating model with no external institutional ownership or funding events on record.
The Estate Planners Group firmographics
Firmographics- Name
- The Estate Planners Group
- Legal name
- The Estate Planners Group
- Website
- https://epgnow.net
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Estate Planners Group is an SEC-registered investment adviser serving high-net-worth retirees and pre-retirees across Pennsylvania, Florida, and Colorado with integrated wealth, retirement, tax, and estate planning on a fiduciary AUM-fee basis.
- Ownership category
- akta.pro rank
The Estate Planners Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where The Estate Planners Group is headquartered
LocationHeadquarters
- HQ city
- Yardley
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
The Estate Planners Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Quarterly service fees charged as a percentage of assets under management. Fee schedule: 0.25% for assets up to $500,000, 0.225% for assets from $500,001 to $1 million, 0.20% for assets over $1 million. Tax planning is included as part of the holistic wealth management approach.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Assets up to $500,000 |
| Subscription | Quarterly | Assets $500,001 to $1 million |
| Subscription | Quarterly | Assets over $1 million |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
The Estate Planners Group product offering
Product offeringCore offering
The Estate Planners Group is an SEC-registered investment advisory firm that delivers comprehensive financial life planning to retirees and pre-retirees. The firm integrates five core pillars—income management, risk management, tax planning, legal/estate considerations, and investment strategy—into a coordinated "Financial Life Plan." Services include wealth management (CPWA-led), retirement planning (CFP-led), tax planning, estate planning coordination with legal partners, and the Retirement Smart educational course.
Product overview
The Estate Planners Group offers a unified suite of financial advisory services centered on five interconnected pillars: Income, Risk Management, Taxes, Legal, and Investments. The core product portfolio consists of five integrated services—Wealth Management Services (led by Certified Private Wealth Advisors), Financial Planning Services, Retirement Planning Services, Tax Planning Services, and Estate Planning Services—alongside an educational component called Retirement Smart, a four-session course. All services are coordinated holistically rather than offered as standalone products, with the comprehensive approach designed to develop clients' complete 'Financial Life Plan.'
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services
Quantifiable outcome
- Fee reduction for larger accounts (0.20% vs 0.25%) incentivizes higher asset levels
Companies that use The Estate Planners Group
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
The Estate Planners Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The Estate Planners Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Sterling TrusteescoreSterling Trustees is an independent South Dakota chartered trust company providing trust and administration services to high net worth and ultra-high net worth families. They currently administer over $11.0 billion of client trust assets across 500 trusts and 200 families in 25 countries. The company specializes in working with multi-generational families looking for an independent trustee and has deep expertise in cross-border trust work.
- Brennan, Manna & Diamond LLCcoreLegal services partnership for estate planning, asset protection, probate administration, and tax law. Michael A. Sneeringer, a Member at the firm, focuses on these areas and is a Fellow of The American College of Trust and Estate Counsel (ACTEC).
- Antony JoffecoreChairman of Sterling Trustees LLC, Antony has over 15 years of trust industry operating experience and has led the growth of Sterling to over $11 billion of assets under administration. He is also cofounder and Board member of WealthHub and cofounder of the South Dakota Trust Association.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
The Estate Planners Group competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Largest U.S. RIA with a national footprint and retirement-focused planning model; overlaps with EPG on fiduciary wealth management but operates at vastly greater scale and AUM.
- Mariner Wealth Advisors: National RIA providing integrated financial planning, tax, and estate services to high-net-worth families; comparable offering mix but multi-state institutional scale vs. EPG's regional firm.
- Carson Group: Large RIA and advisor support platform serving advisors targeting retirement-planning clients; comparable client segment with broader scale and partnership model.
- Fisher Investments: Large privately held investment adviser targeting high-net-worth retirees with portfolio management; overlaps with EPG on AUM-fee model and retiree focus, but operates at substantially greater scale.
Direct peers
- Buckingham Strategic Wealth: Fiduciary RIA specializing in integrated financial life planning for retirees and pre-retirees; directly comparable service portfolio and target client to EPG.
- Creative Financial Group: Independent, fee-only RIA offering retirement and estate planning to high-net-worth individuals; directly comparable structure, fee model, and target persona to EPG.
- Heritage Financial Services: Fiduciary wealth management firm focused on retirement income and estate planning with similar AUM-fee model and integrated planning positioning as EPG.
- Modera Wealth Management: Fiduciary fee-only RIA offering comprehensive financial planning and wealth management to households and retirees; directly comparable private RIA competitor.
- Halbert Hargrove: Independent RIA delivering integrated retirement, tax, and estate planning to high-net-worth families; closely comparable in size, service mix, and target client to EPG.
Emerging players
- Facet Wealth: Tech-enabled flat-fee financial planning firm competing for mass-affluent and HNW clients; competitive overlap with EPG on retirement planning but differentiated by digital delivery and lower cost.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key highlights7 records
Customer concentration
The Estate Planners Group compliance and trust
Trust signalCompliance1 record
The Estate Planners Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Estate Planners Group leadership team
Management profileNumber of profiles
Profiles11 records
The Estate Planners Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Estate Planners Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Estate Planners Group
What does The Estate Planners Group do?
The Estate Planners Group is an SEC-registered investment advisory firm that delivers comprehensive financial life planning to retirees and pre-retirees. The firm integrates five core pillars—income management, risk management, tax planning, legal/estate considerations, and investment strategy—into a coordinated "Financial Life Plan." Services include wealth management (CPWA-led), retirement planning (CFP-led), tax planning, estate planning coordination with legal partners, and the Retirement Smart educational course.
Is The Estate Planners Group a public or private company?
The Estate Planners Group is a private company. It is classified as family owned and is currently operating.
When was The Estate Planners Group founded?
The Estate Planners Group was founded in 2001. It employs 1 to 10 people.
Where is The Estate Planners Group based?
The Estate Planners Group is headquartered in Yardley, United States, in the North America region.
How does The Estate Planners Group make money?
One revenue line is on record: assets Under Management (AUM) Fees.
Who are The Estate Planners Group's main competitors?
Broad incumbents on record are Edelman Financial Engines, Mariner Wealth Advisors, Carson Group and Fisher Investments. Direct peers are Buckingham Strategic Wealth, Creative Financial Group, Heritage Financial Services, Modera Wealth Management and Halbert Hargrove. Facet Wealth is listed as an emerging player.
Does The Estate Planners Group have an API?
No public API is recorded for The Estate Planners Group.
What industry is The Estate Planners Group in?
The Estate Planners Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.