Strategic Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$218,524,310
Clients
61
Advisors
2
of 3 employees
About
Strategic Financial Planning, Inc. advises individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, charitable organizations, and business entities on personal wealth matters. Its services, as described in the brochure, include financial planning, discretionary portfolio management, cash‑flow analysis, investment management evaluation and retirement plan consulting, with $220,634,704 in client assets managed on a discretionary basis across client accounts.
The firm describes an asset‑allocation approach that primarily uses exchange‑traded funds and mutual funds and employs both fundamental and technical analysis with long‑ and short‑term purchase strategies. Clients typically receive an initial financial plan and then may engage SFP for ongoing wealth management and quarterly portfolio reviews, with custodial statements provided at least quarterly.
Noteworthy details in the brochure include that the firm is privately owned by its president and discloses an affiliated business, Complete Health & Wellness, for which recommendations could present a conflict of interest. The brochure also states the firm hosts educational programs and lists its website and SEC adviserinfo references, indicating it communicates third‑party information and ratings in its public materials.
Client services
Expertise
Fee options
May charge flat fees for pension consulting services or additional extraordinary planning/consultation services; one-time plan initiation fees may apply.
$0 - $3,000,000: 1.00% >$3,000,000 - $6,000,000: 0.75% >$6,000,000 - $10,000,000: 0.50% >$10,000,000+: 0.25%
Minimum fee: Minimum quarterly fee applies; amount determined based on complexity of each client’s circumstances. Fee-only: Fee-only basis for ongoing discretionary investment advisory services; financial planning included in wealth management fee.
Main office
6513 Preston Rd., Suite 100
Plano TX 75024
Advisors at this office
2
Most active in
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 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.
Quick links
Advisors at this firm
Bryan L
Verified by Warmer
CFP®
Plano, TX
Strategic Financial Planning, Inc.
Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.
Valerie F
CFP®
Plano, TX
Strategic Financial Planning, Inc.
Valerie Field is a CFP® professional with four years at Strategic Financial Planning, Inc. and two years of industry experience. Her prior roles include work at Financial Synergies Wealth Advisors, as well as positions outside finance with Chipotle and Zoe's Kitchen. Strategic Financial Planning, Inc. advises individuals, retirement and profit-sharing plans, charitable organizations, and business entities on wealth management and financial planning. The firm employs an asset-allocation approach using exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.
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