SF Planning Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SF Planning Group LLC provides fee-only investment management and comprehensive financial planning services to individuals and high‑net‑worth clients. The firm manages roughly $4.75 million across a small roster of clients and delivers continuous portfolio oversight alongside written financial plans.
The firm’s investment approach combines modern portfolio theory with both passive and active vehicles and, when appropriate, the use of third‑party Outside Managers while maintaining oversight of asset allocation and rebalancing. SFPG typically executes trades on an individual account basis rather than using aggregated block trading, relies on custodians such as Schwab and Betterment for execution and custody, and directs clients to review custodian statements for performance and holdings reporting.
Compared with many peers, SFPG is distinctive for its small scale and a detailed, year‑round financial planning cadence that includes scheduled reviews and planning touches. The firm’s lead planner holds CFP and CIMA credentials, integrates outside manager relationships into client arrangements, and does not vote client proxies, leaving proxy decisions to clients.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.75% $2,000,001+: 0.50%
Account minimum: $25,000 Fee-only: Financial Planning monthly fees ranging from $100 to $250, initial financial plan fee up to $1,200, fees negotiable
Main office
2002 Timberloch Pl, Suite 200
The Woodlands TX 77380
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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