# THE ESTATE PLANNING TEAM, INC.

THE ESTATE PLANNING TEAM, INC. of MIDDLEBURG HEIGHTS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 170414
- Type: SEC-registered investment adviser
- Location: 16600 SPRAGUE ROAD, MIDDLEBURG HEIGHTS, OH, 44130
- Phone: 440-239-2090
- Latest filing: 2026-07-28
- Clients: 2

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170414/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170414/similar
- Related entities: https://search.stillhousedata.com/firm/170414/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170414

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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.