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Strategic Financial Planning, Inc. (Plano)


Strategic Financial Planning, Inc. is a mid-sized advisory firm based in Plano. It manages $42.05 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

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Strategic Financial Planning provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Financial Planning: assets under management

The assets under management (AUM) of Strategic Financial Planning, Inc. is $42.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $169.55 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plano

The principal office where Strategic Financial Planning, Inc. performs its advisory services is located at 6513 Preston Rd., Suite 100, Plano, TX 75024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-403-1234 or by fax 866-776-2297. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.strategicfp.com.


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