Strategic Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 31, 2026, reports $221M in regulatory assets under management, 3 employees, and 566 accounts.
Assets Under Management
$221M
Employees
3
Offices
--
Total Clients
62
Primary office
PLANO, TX
6513 PRESTON RD., SUITE 100, PLANO, TX, United States
Top client segmentHNWI represent 72.6% of total clients.
Top client categories% of clientsClients
1
HNWI
72.6%
45
2
Individuals
25.8%
16
3
Charitable
1.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of March 31, 2026
Discretionary100.0%
$221M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$221M
Total Accounts566
10Y AUM Change+$86M (+64.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.