Strategic Financial Group, PLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients, overseeing roughly $16.7 million across about 85 accounts. Services include individually tailored investment policy development, retirement and tax planning, cash flow and estate planning, insurance reviews, and implementation of investment portfolios.
The firm’s investment process combines fundamental, technical, cyclical and charting analyses to construct portfolios aligned with each client’s investment policy statement, and it generally manages accounts on a discretionary basis with regular (at least quarterly) reviews. It also prepares written financial plans and accommodates reasonable client-imposed investment restrictions as part of its tailored service model.
This firm is unusual among independent, solo-advisor practices because it sponsors and manages private Regulation D real estate lending funds and is affiliated with a real estate brokerage and an accounting business; the principal devotes material time to those outside ventures and the firm may recommend or receive referral fees for private fund investments. While clients are not required to use affiliated services, these business affiliations and referral arrangements are disclosed and represent potential conflicts of interest that clients should consider.
Client services
Expertise
Fee options
$450 to $2,500, negotiable
1.50% annually
$50.00 to $100.00 per hour
Main office
Mesa AZ
Advisors at this office
1
Most active in
Arizona · 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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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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