STRATEGIC FINANCIAL PLANNING, INC.
Company Profile
| AUM* | 226,950,654 14% |
| of that, discretionary | 226,950,654 14% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 396,074 11% |
| High Net Worth | 73.13% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
221M
189M
158M
126M
95M
63M
32M
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ROLLERI & SHEPPARD CPAS, LLP | Filing Date09/05/2025 | Form ADV-E View Report |
| Accounting Firm Name BERKOW SCHECHTER & COMPANY LLP | Filing Date11/21/2024 | Form ADV-E View Report |
| Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP | Filing Date10/06/2023 | Form ADV-E View Report |