Strategic Financial Alliance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Financial Alliance LLC provides investment advisory, investment management, comprehensive personal financial planning, and hourly financial consulting to individuals, corporations, and trusts. The firm typically charges percentage-of-assets fees for portfolio management and also offers fixed-fee planning engagements and hourly consulting under separate agreements.
The firm’s investment approach emphasizes mid- to long-term goal achievement through diversified asset allocation across stocks, bonds, ETFs, mutual funds and select alternatives, with portfolios constructed to reflect documented client risk tolerance and any client-imposed restrictions. Trading and portfolio reviews occur regularly (at least quarterly), and the firm notes tax efficiency and cost control as routine considerations in portfolio decisions.
What distinguishes the firm from many peers is the principal’s licensed CPA background and the firm’s provision of tax compliance and tax return services under separate engagements, with roughly a third of advisor time devoted to those activities. That accounting affiliation informs the firm’s emphasis on tax implications of investment choices and is presented as an integrated element of its broader financial planning and investment services.
Client services
Expertise
Fee options
Fixed fee for comprehensive financial planning, negotiable and payable in monthly installments over 12 months
$0 - $250,000: 1.5% $250,001 - $750,000: 1.25% $750,001 - $1,250,000: 1.0% $1,250,001 - $2,500,000: 0.9% $2,500,001+: 0.75%
$300/hour for financial consulting services
Fee-only: Fee-only advisory firm, no commissions
Main office
785 Washington Street
Canton MA 02021
Advisors at this office
1
Most active in
Maine · Massachusetts
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.
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