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THE Planning Group

Headquartered in NORTHFIELD, IL

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Firm Information

THE Planning Group is a financial advisor based in NORTHFIELD, IL. The firm advises individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. They provide financial planning and portfolio management services. The firm has $207,368,715 in regulatory assets under management.

THE Planning Group

465 CENTRAL AVE

NORTHFIELD, IL 60093

$207.37M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE PLANNING GROUP has a total of 1 branch locations across the country.
location

NORTHFIELD, IL

Advisors at THE Planning Group

View All 5 Advisors
Unclaimed
Paul Samuel Shuman

CFP®, RA

NORTHFIELD, IL

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Martin Kevin Jankelowitz

RA

NORTHFIELD, IL

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Michael David Brown

CFA®, RA

NORTHFIELD, IL

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Dani Gerald Barron

RA

NORTHFIELD, IL

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Unclaimed
Nick J Brown

CFC®, RA

NORTHFIELD, IL

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Disclosures

There are no public disclosures for THE Planning Group.

Frequently Asked Questions (9)

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