PLAN FOR WHAT'S IMPORTANT Trademark
Trademark Overview
On Tuesday, February 10, 2026, a trademark application was filed for PLAN FOR WHAT'S IMPORTANT with the United States Patent and Trademark Office. The USPTO has given the PLAN FOR WHAT'S IMPORTANT trademark a serial number of 99644573. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, February 10, 2026. This trademark is owned by EP Wealth Advisors, LLC. The PLAN FOR WHAT'S IMPORTANT trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services
General Information
| Serial Number | 99644573 |
| Word Mark | PLAN FOR WHAT'S IMPORTANT |
| Filing Date | Tuesday, February 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, February 10, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, October 1, 2023 |
| First Use In Commerce Date | Sunday, October 1, 2023 |
Trademark Owner History
| Party Name | EP Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Torrance, CA 90503 |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, February 10, 2026 | APPLICATION FILING RECEIPT MAILED |
