THE ESTATE PLANNING TEAM, INC.

THE ESTATE PLANNING TEAM, INC. of MIDDLEBURG HEIGHTS, OH is an SEC-registered investment adviser (CRD 170414).

Registration

• CRD: 170414
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170414 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search