Strategic Capital Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,116,313
Clients
10
Advisors
1
of 1 employees
About
Strategic Capital Planning, Inc. is a single-advisor registered investment adviser that provides personalized financial planning, 401(k) consulting, and portfolio management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Services are offered in modular and hourly formats for planning, non‑discretionary portfolio management, and ongoing plan consulting and education.
The firm typically implements mutual fund–based strategies, favoring passive funds with occasional tilts toward smaller‑capitalization or lower‑priced funds and occasional short‑term trades when judged suitable. Portfolio management is delivered primarily on a non‑discretionary basis with regular monitoring, client approvals for trades, and the use of model portfolios where appropriate.
Noteworthy features include a principal who is a certified public accountant and an affiliation that allows the firm to recommend accounting services to clients, and an institutional practice that includes 401(k) plan consulting and charitable organization clients — client types that are less common for solo independent advisers. The firm manages roughly $20 million for a very small client base and structures most relationships as non‑discretionary, a combination that makes its scale and client mix atypical among peers.
Client services
Expertise
Occupation focus
Fee options
$100 per hour for financial planning services; $100 to $150 per hour for 401K consulting services
Account minimum: $133,333 minimum, may be waived at firm's discretion Minimum fee: Minimum quarterly fee of $250 for portfolio management services
Main office
Kennesaw GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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