Strategic Applications and Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Applications and SolutionS provides financial planning and consulting to individuals, families, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Its service menu includes comprehensive financial plans, limited‑scope hourly consultations, co‑advisory asset management through an unaffiliated manager, and public educational workshops.
The firm’s advice is client‑tailored, with financial plans addressing cash flow, retirement strategy, tax considerations, estate preservation and long‑term asset allocation, and recommendations that emphasize rebalancing and model allocations. For investment accounts SAASS serves as a co‑advisor—onboarding clients, helping determine allocation models and conducting annual reviews—while an unaffiliated manager implements discretionary trading and portfolio management based on a Modern Portfolio/Efficient Market approach.
Noteworthy and less common features include the firm’s explicit use of hourly charges for planning work and fixed fees for educational events, alongside its ongoing co‑advisor relationship with a third‑party manager rather than directly managing client assets. The firm does not serve as a private‑fund adviser or custodian, and its principal’s disclosed non‑investment professional activities are material to how the firm structures oversight and time commitments.
Client services
Expertise
Fee options
Up to $1,000 per event for educational workshops
$0 - $1,000,000: 0.99% annually $1,000,001 - $4,000,000: 0.89% annually $4,000,001+: 0.76% annually
$200 per hour for financial planning and consulting services
Main office
Bismarck ND
Advisors at this office
1
Most active in
North Dakota
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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