Strategic Financial Planning, Inc.
● SEC registered since 2021CRD 118450SEC# 801-120190Plano, TX
Reg. AUM
$220.6M
Employees
3
Accounts
566
Location
Plano, TX
Strategic Financial Planning, Inc. assets under management
Strategic Financial Planning, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2021. It reports $220.6 million in regulatory assets under management and employs 3 people.
Strategic Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Keith Lee Control | President/Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Strategic Financial Planning, Inc. manage?
Strategic Financial Planning, Inc. reports $220.6 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Financial Planning, Inc. have?
Strategic Financial Planning, Inc. reports 3 employees.
Where is Strategic Financial Planning, Inc. located?
Strategic Financial Planning, Inc. is based in Plano, TX and has been SEC-registered since 2021.
Does Strategic Financial Planning, Inc. disclose fund performance?
Strategic Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6513 Preston Rd., Suite 100, Plano, TX 75024 |
| Phone | 972-403-1234 |
| Fax | 972-403-1234 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$220.6Mregulatory AUM
Discretionary $220.6M