Strategic Planning Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wellesley, MA. Its latest Form ADV filing, dated March 17, 2026, reports $219M in regulatory assets under management, 3 employees, and 724 accounts.
Assets Under Management
$219M
Employees
3
Offices
--
Total Clients
265
Primary office
WELLESLEY, MA
57 RIVER STREET, #306, WELLESLEY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
187
2
HNWI
29.4%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 17, 2026
Discretionary97.3%
$213M
97% of total RAUM97.3%
Non-discretionary2.7%
$6M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$219M
Total Accounts724
10Y AUM Change+$25M (+12.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee88:1
10Y Employee Change-1 (-25.0%)
* 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.