Strategic Financial Planning, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$221M

Discretionary

$221M

100% of AUM

Avg account

$390K

Accounts

566

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 118450
Registered since: January 19, 2021
Website: strategicfp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.05%
Individuals3%
Charitable Organizations0.96%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Financial Planning, Inc. is an independently owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional accounts, and describes itself as a capital allocator. It charges a mix of fee types — asset-based fees, hourly fees and fixed fees — and provides a range of advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education through seminars and workshops. The firm does not position itself as an active ESG investor.