STRATEGIC FINANCIAL PLANNING, INC.

STRATEGIC FINANCIAL PLANNING, INC. of PLANO, TX is an SEC-registered investment adviser (CRD 118450). Regulatory assets under management: $220.6M.

Registration

• CRD: 118450
• SEC file number: 801-120190
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search