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STRATEGIC FINANCIAL PLANNING, INC.
CRD 118450 · SEC 801-120190
6513 PRESTON RD., SUITE 100, PLANO, TX, 75024, United States
Phone
972-403-1234
Fax
972-403-1234
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.6M
Discretionary AUM
$220.6M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $6.6M |
| High net worth individuals | 45 | $211.9M |
| Charitable organizations | 1 | $2.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD