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THE PLANNING GROUP

NORTHFIELD, IL · CRD 298496 · IAPD ↗ · planning-group.com · 847-441-9400

$291.5MRegulatory AUM
4Advisory reps
4Employees
3Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2025 — THE PLANNING GROUP notice-filed in CA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.