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Home > Retirement Planners > texas > plano > STRATEGIC FINANCIAL PLANNING, INC.
STRATEGIC FINANCIAL PLANNING, INC.
6513 Preston Rd., Suite 100
Plano, Texas 75024
Tel: 972-403-1234
About STRATEGIC FINANCIAL PLANNING, INC.
STRATEGIC FINANCIAL PLANNING, INC, formally registered with the SEC as STRATEGIC FINANCIAL PLANNING, INC. The firm was established in 01/19/2021. They have over 1 offices throughout the country.
STRATEGIC FINANCIAL PLANNING, INC. is a Plano, Texas based Financial Planning firm with nearly $165,859,420 assets under management, offering retirement planning & investment advisory services to 534 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118450 |
| SEC# | 801-120190 |
| Assets Managed by Firm | $165,859,420 |
| No. of Clients | 534 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 534 | $165,859,420 |
| Individuals (other than high net worth individuals) | 17 | $7,626,506 |
| High net worth individuals | 40 | $156,146,931 |
| Charitable organizations | 1 | $2,085,983 |
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