Strategic Planning, Inc.
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 139648
- Registered since
- March 28, 2017
- Website
- stgplan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.75%
- Individuals36.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Planning, Inc. is an independent registered investment adviser formed in 2017 and owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Compensation comes through a combination of percentage-of-AUM fees and fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state or pension consultant adviser, and does not act as a capital allocator or related adviser to other firms.
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
- Exchange Traded Equities53%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
Contacts
3 of 3
Sean Edgell
OperationsCRD 5670162
Stanley Edgell
PresidentCRD 860505
Candy Palugi
Associate DirectorCRD 4062161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$6M in ETFs
100%
$6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $4.1M | 6,325 | 68.69% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 7730 Olentangy River Rd
- Time zone
- ET (UTC-5)
- Office locations
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