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The Planning Group

The Planning Group Vendor Cyber Rating & Cyber Score

planning-group.com
in
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ISO 27001
SOC 2 Type 1
SOC 2 Type 2
PCI DSS
HIPAA
GDPR

At the Planning Group, we have been providing high quality, objective, personalized financial advice since 1976. We understand that every facet of your life has a financial consequence. We will be your partners, counselors, and support system to address life's inevitable decisions and challenges. We provide a comprehensive approach to financial planning and implementation customized to each of your goals. We recognize that you lead an active and complex life that can be time consuming and complicated to manage. Working with specialized, experienced professionals provides you with a high level of service and security, allowing you time to focus on your family, business, and quality of life. Investment Advisor Representative, TPG


PG A.I CyberSecurity Scoring

Incident Details
PG
Company Information
Website:http://www.planning-group.com
Employees number:8
Number of followers:39
NAICS:52
Industry Type:Financial Services
Homepage:planning-group.com
Cyber Premium EstimationGet Supply Chain
PG Risk Score (AI oriented)
Between 700 and 749
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PGFinancial Services
Updated:
29/03/2026
721/1000
Moderate
Ba
AaaAaABaaBaBCaaCaC
Powered by our proprietary A.I cyber incident model
✖ Insurance prefers TPRM score to calculate premium
PG Global Score (TPRM)
xxxx
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PGFinancial Services
•••
Score locked
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Vulnerabilities
Benchmark vs. industry & size peers
Findings

PG
PGModerate
Current Score
721Ba (MODERATE)
01000
1 incidents
0 avg impact
Incident timeline with MITRE ATT&CK tactics, techniques, and mitigations.
JULY 2026
723Before Incident
JUNE 2026
723Before Incident
MAY 2026
722Before Incident
APRIL 2026
721Before Incident
MARCH 2026
721Before Incident
FEBRUARY 2026
720Before Incident
JANUARY 2026
720Before Incident
DECEMBER 2025
719Before Incident
NOVEMBER 2025
718Before Incident
OCTOBER 2025
717Before Incident
SEPTEMBER 2025
717Before Incident
AUGUST 2025
716Before Incident
OCTOBER 2022
756Before Incident
Breach
13 Oct 2022 • PG
Planning Team

Data Breach at The Planning Team

677After Incident
CRITICAL-79
THE124072625
The Maine Attorney General's Office reported a data breach involving The Planning Team on October 28, 2022. The breach, discovered on October 13, 2022, was due to external hacking and potentially affected 255 individuals, including one resident of Maine. The compromised information included financial account numbers and related security details.
INCIDENT DETAILS -
TYPE
Data Breach
IMPACT
financial account numbersrelated security details
DATA BREACH
financial account numbersrelated security details
REFERENCES
Blog URLSource URL

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