STRATEGIC FINANCIAL PLANNING, INC.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 118450
- Registered since
- January 19, 2021
- Website
- strategicfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.05%
- Individuals3%
- Charitable Organizations0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Financial Planning, Inc. operates as an independent registered investment adviser, owned by an individual and registered with the SEC since 2021. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension-related advice, selection of third-party managers, and educational seminars or workshops. It bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm identifies as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
2 of 2BRYAN LEE
Founder and OwnerCRD 2444953
VALERIE CARPENTER
Financial PlannerCRD 7967652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$175M in ETFs
50%
$87.7M
48%
$87M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $21.6M | 861,289 | 12.37% |
Location
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6513 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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