Company Information

Get to know Business Planning Group

Founded in 1989, Business Planning Group, Inc. (BPG) is an independent, fee-only wealth management firm based in the Chicago metropolitan area. The company is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). BPG's mission is to provide objective, comprehensive financial planning and investment management services, acting as a fiduciary for its clients. They focus on creating customized strategies for wealth accumulation, preservation, and transfer, tailored to the unique goals of affluent individuals and families.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Business Planning Group

Name: Business Planning Group
Address: 2200 West Higgins Road, Suite 345, Hoffman Estates, IL 60169, USA, US
Telephone: (847) 843-1800

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.