THE ESTATE PLANNING TEAM, INC.

Phone

440-239-2090

Fax

440-239-2098

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 1 advisory reps; 48 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees; SOLICITOR FEES

Org form

Corporation

Filing date

2025-11-11

Disciplinary history

No