A complete list of active advisors currently associated with Isakov Planning Group Inc.
Warmer can help you find a great advisor at Isakov Planning Group Inc. or one who fits your needs even better.
Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm delivers both comprehensive and limited planning engagements and advises on assets held directly and assets under advisement. The firm’s investment work is primarily ETF‑based and oriented toward longer‑term strategies, delivered on either discretionary or non‑discretionary terms; according to the brochure, as of December 31, 2025 it reported about $55.5 million in assets under advisement, with roughly $21.4 million managed on a discretionary basis and about $34.1 million on a non‑discretionary basis. Non‑discretionary relationships require client approval before trade execution, and the firm coordinates implementation with third‑party custodians and other professionals as needed. Noteworthy aspects include an unusually large client roster — the brochure lists 569 clients, producing a high client load per advisor compared with peers — and a corporate affiliation with an insurance brokerage that shares beneficial owners and has personnel licensed to sell insurance products, which the brochure discloses can result in additional compensation streams. The firm’s mix of retail, pension/institutional clients, pension consulting and family office services is a combination less commonly reported among independent advisers of similar scale.
To learn more about the advisors currently working at Isakov Planning Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Southampton, PA
| 7
|
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