TPG ADVISORS LLC
Legal name: THE PLANNING GROUP
CRD #298496 SEC #801-114032 NORTHFIELD, IL 847-441-9400
SEC Registered
Total AUM
$235.8M
Discretionary
$223.5M
Employees
4
Clients
1
Accounts
727
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| BARRON WEALTH MANAGEMENT | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| NJ BROWN & ASSOCIATES | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
| SHUMAN FINANCIAL CONSULTING, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | E | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | C | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | C | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | C | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | C | Control |
| BARRON, DANI, GERALD | I | BARRON WEALTH MANAGEMENT | C | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | C | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | C | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | C | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | C | Control |
| BROWN, MICHAEL, DAVID | I | NJ BROWN & ASSOCIATES | C | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | C | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | C | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | C | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | C | Control |
| SHUMAN, PAUL, SAMUEL | I | SHUMAN FINANCIAL CONSULTING, LLC | C | Control |
Registrations
Federal
IA
Sep 17, 2025 REGISTERED
Notice Filings (7)
AZ CA FL IL NE NH TX
Address
465 CENTRAL AVESUITE 201
NORTHFIELD, IL 60093
United States
Phone: 847-441-9400