Overview
Assets Under Management: $377 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 352
Average Client Assets: $0.7 million
Frequently Asked Questions
STRATEGIC 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 #139648), STRATEGIC PLANNING, INC. is subject to fiduciary duty under federal law.
STRATEGIC PLANNING, INC. is headquartered in COLUMBUS, OH.
STRATEGIC PLANNING, INC. serves 352 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STRATEGIC PLANNING, INC. manages $377 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, STRATEGIC PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 352
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.75%
Average Client Assets: $0.7 million
Total Client Accounts: 1,156
Discretionary Accounts: 1,156
Regulatory Filings
CRD Number: 139648
Filing ID: 2087153
Last Filing Date: 2026-03-30 14:29:12