STRATEGIC FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$220,634,704
Discretionary
$220,634,704
Non-discretionary
$0
Firm details
- CRD number
- 118450
- SEC file number
- 801-120190
- Main office
- PLANO, TX, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.