# The Estate Planning Team Inc.

The Estate Planning Team Inc. is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 170414
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170414

## About

THE ESTATE PLANNING TEAM, INC. is a state-registered investment adviser in MIDDLEBURG HEIGHTS, OH. It has 2 employees and 1 investment adviser. The firm is based in Ohio.

## Questions

### Who runs investment decisions at The Estate Planning Team Inc.?

No named principals or investment decision-makers are publicly associated with this entity. The firm's corporate records do not disclose a management team.

## Related profiles

- [Integrity Dynamic Investments](https://altss.com/profile/integrity-dynamic-investments-llc)
- [Deep Blue Financial LLC](https://altss.com/profile/deep-blue-financial-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/the-estate-planning-team-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology