Equity Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,932,787
Total clients
157
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
157
Average account size
$298,935
About
Equity Planning Group, Inc. provides discretionary investment management and related financial planning to individuals, high-net-worth clients, trusts and estates, and to pension and profit-sharing (qualified) plans. Services include ongoing portfolio management and retirement- or college-savings planning, and clients can elect implementation through third‑party subadvisers or service providers.
The firm generally uses fundamental analysis to build diversified portfolios across stocks, bonds, mutual funds, ETFs and other instruments, employing both long‑ and short‑term strategies and periodic rebalancing guided by quarterly reviews. Accounts are typically managed on a discretionary basis with clients able to impose written restrictions, and the firm may rely on custodial and platform relationships to execute and administer client accounts.
A distinguishing feature is the firm’s work with qualified retirement plans, including acting as an ERISA fiduciary and, where agreed, serving as a 3(38) investment manager and assisting with plan investment policy statements and ongoing monitoring. The firm’s principals also maintain insurance and mortgage licenses and participate in custodial programs offered by major broker‑dealers and advisory platforms; those outside business activities and platform benefits are disclosed and managed to address potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000+: Negotiable
Insurance commissions received by Scott Goldberg if client purchases insurance products through him; mortgage loan origination fees if client uses Scott Goldberg's mortgage services
Fee-only: Investment management fees ranging from 0.50% to 1.50% annually; financial planning included in management fee; fees negotiable
Main office location
Equity Planning Group, Inc.
7035 Orchard Lake Rd. Suite 700
West Bloomfield MI 48322, United States
Number of offices
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")