Overview
Assets Under Management: $166 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
STRATEGIC FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118450), STRATEGIC FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
STRATEGIC FINANCIAL PLANNING, INC. is headquartered in PLANO, TX.
STRATEGIC FINANCIAL PLANNING, INC. serves 42 high-net-worth clients according to their SEC filing dated August 21, 2024. View client details ↓
According to their SEC Form ADV, STRATEGIC FINANCIAL PLANNING, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
STRATEGIC FINANCIAL PLANNING, INC. manages $166 million in client assets according to their SEC filing dated August 21, 2024.
According to their SEC Form ADV, STRATEGIC FINANCIAL PLANNING, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.75
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 118450
Last Filing Date: 2024-08-21 00:00:00
Website: https://strategicfp.com