# STRATEGIC FINANCIAL PLANNING, INC.

STRATEGIC FINANCIAL PLANNING, INC. of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 118450
- Type: SEC-registered investment adviser
- SEC file number: 801-120190
- Location: 6513 PRESTON RD., SUITE 100, PLANO, TX, 75024
- Phone: 972-403-1234
- Latest filing: 2026-03-31
- Regulatory AUM: $220.6M
- Discretionary AUM: $220.6M
- Clients: 3
- Accounts: 566

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| LEE KEITH | PRESIDENT/CHIEF COMPLIANCE OFFICER | ST. LOUIS, MO |
| Lee R Keith | PRESIDENT/CHIEF COMPLIANCE OFFICER | Fayette, MO |
| Bryan Keith Lee | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118450/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118450/similar
- Related entities: https://search.stillhousedata.com/firm/118450/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118450

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.