Valerie Carpenter is a CFP-designated registered investment advisor at Strategic Financial Planning, INC., based in Plano, TX, with 1 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The fee schedule is a guideline, and Strategic Financial Planning reserves the right to negotiate fees. Minimum fees are determined by services provided. In certain instances, due to this minimum fee, a client may be charged a fee that is greater than the industry norm.
Fee Estimator
Location
6513 Preston Rd., Suite 100, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Strategic Financial Planning, INC.
State Registrations1 state
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