Strategic Planning Group, Inc.

Overview

Strategic Planning Group, Inc. is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm provides financial planning and portfolio management primarily for individuals, families and small business owners. Compensation is charged as a percentage of assets under management and via fixed-fee arrangements. Strategic Planning Group is not positioned as a capital allocator or related adviser, does not market itself as an active ESG investor, and does not operate as a multistate adviser or pension consultant.

Assets & Accounts

Investments & Alternatives