Strategic Financial Planning, INC.
Assets Under Management
$191.5M
Number of Clients
59
Number of Advisors
2
Average Client AUM
$3.2M
AUM per Advisor
$95.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Financial Planning, Inc. provides investment portfolio management, cash-flow analysis, and investment management evaluation. They offer financial planning advice and manage client portfolios on a discretionary basis. Financial planning is included as part of the wealth management fee. They primarily utilize ETFs and mutual funds.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable depending on unique circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
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Location
6513 Preston Rd., Suite 100, Plano, TX, 75024
