A complete list of active advisors currently associated with Strategic Capital Planning, Inc.

Warmer can help you find a great advisor at Strategic Capital Planning, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Strategic Capital Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.