# THE ESTATE PLANNERS GROUP LLC

THE ESTATE PLANNERS GROUP LLC of YARDLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 124418
- Type: SEC-registered investment adviser
- SEC file number: 801-110033
- Location: 37 S. DELAWARE AVENUE, SUITE 1, YARDLEY, PA, 19067
- Phone: 215-321-4410
- Latest filing: 2026-03-31
- Regulatory AUM: $422.1M
- Discretionary AUM: $421.6M
- Non-discretionary AUM: $495K
- Clients: 5
- Accounts: 342

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Wayne Loesser | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, FOUNDER, AND MANAGING MEMBER | Washington Crossing, PA |
| LOESSER DAVID WAYNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| Katherine Kirkner | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | Yardley, PA |
| Jeffrey Michael Loesser | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124418/similar
- Related entities: https://search.stillhousedata.com/firm/124418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124418

---

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.