# EQUITY PLANNING GROUP, INC.

EQUITY PLANNING GROUP, INC. of WEST BLOOMFIELD, MI is an SEC-registered investment adviser.

## Registration

- CRD: 112612
- Type: SEC-registered investment adviser
- Location: 7035 ORCHARD LAKE RD. SUITE 700, WEST BLOOMFIELD, MI, 48322
- Phone: 248-932-4600
- Latest filing: 2026-03-26
- Regulatory AUM: $46.9M
- Discretionary AUM: $46.2M
- Non-discretionary AUM: $692K
- Clients: 1
- Accounts: 245

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112612/similar
- Related entities: https://search.stillhousedata.com/firm/112612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112612

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.