STRATEGIC PLANNING, INC.

7730 Olentangy River Road
Columbus, Ohio 43235
Tel: 614-802-0170

About STRATEGIC PLANNING, INC.

STRATEGIC PLANNING, INC, formally registered with the SEC as STRATEGIC PLANNING, INC. The firm was established in 03/28/2017. They have over 1 offices throughout the country.

STRATEGIC PLANNING, INC. is a Columbus, Ohio based Financial Planning firm with nearly $324,920,000 assets under management, offering retirement planning & investment advisory services to 1051 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139648
SEC#	801-110105
Assets Managed by Firm	$324,920,000
No. of Clients	1051
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1051	$324,920,000
Individuals (other than high net worth individuals)	445	$279,392,504
High net worth individuals	107	$45,527,496

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