Strategic Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Financial Planning, Inc. provides investment management and comprehensive financial planning primarily for individual and family clients, covering retirement planning, tax and estate planning, college funding, stock option/corporate benefits guidance, and cash-flow/liability management. The firm operates on a fee-only basis and typically coordinates work with clients’ accountants and attorneys as part of an integrated wealth plan.
The firm’s investment approach is asset-allocation driven and grounded in Modern Portfolio Theory, combining fundamental, quantitative and macroeconomic analysis to build largely long-term, fully invested portfolios that emphasize low-cost ETFs and constrained sector/holding diversification. Clients receive quarterly written reports, ongoing monitoring (including monthly risk checks) and more frequent, as-needed communication to address intra-quarter changes.
Noteworthy for a practice of this size, Strategic Financial Planning manages a modest asset base (roughly $6.3 million) for a very small roster of clients, a scale that the firm pairs with detailed written supervisory procedures, annual compliance reviews, a business-continuity and succession plan, and formal codes of ethics and insider-trading controls. The firm also relies principally on a major custodian (Fidelity) for asset custody, implements low-cost ETF-based models, and limits external marketing to referrals and its website.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $3,000,000: 0.60% $3,000,000+: 0.50%
Fee-only: Fee-only advisor; no commissions or other compensation from securities or products.
Main office
601 Carlson Parkway Suite 1050
Minnetonka MN 55305
Advisors at this office
1
Most active in
Minnesota
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")