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Home > Retirement Planners > texas > richardson > STRATEGIC WEALTH PLANNING
STRATEGIC WEALTH PLANNING
2929 North Central Expressway
Suite 200
Richardson, Texas 75080
Tel: 214-727-6000
About STRATEGIC WEALTH PLANNING
STRATEGIC WEALTH PLANNING, formally registered with the SEC as STRATEGIC WEALTH PLANNING. The firm was established in 01/08/2009. They have over 1 offices throughout the country.
STRATEGIC WEALTH PLANNING is a Richardson, Texas based Financial Planning firm with nearly $164,440,000 assets under management, offering retirement planning & investment advisory services to 640 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149134 |
| SEC# | 801-69852 |
| Assets Managed by Firm | $164,440,000 |
| No. of Clients | 640 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (ESTATE PLANNING & MANAGEMENT SERVICES; BUSINESS PLANNING & MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 640 | $164,440,000 |
| Individuals (other than high net worth individuals) | 107 | $13,000,000 |
| High net worth individuals | 73 | $150,500,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $940,000 |
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