Strategic Investment Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals, trusts and estates, developing customized portfolios that can include no-load mutual funds, ETFs, individual stocks and bonds, certificates of deposit and alternative investments. Services are offered on an intermittent basis rather than as continuous portfolio management, and the firm may refer clients to other registered investment advisers for ongoing asset management.
Investment recommendations are driven primarily by fundamental analysis and a preference for simple, low‑cost strategies aimed at matching investments to clients’ stated goals and risk tolerance. The firm documents client objectives and may accept written discretionary authority when agreed, and it communicates the market and security-specific risks inherent in recommended investments.
The firm is operated by a licensed CPA and is connected with the principal’s public accounting practice, which supports integrated tax and financial planning and includes pension consulting among its activities. It also discloses referral arrangements: the firm refers clients to third‑party registered advisers for management and receives a portion of advisory fees under written allocation agreements, including an agreement with a named registered adviser.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.5% $1,000,000 - $1,500,000: 1.0% $1,500,000+: 0.85%
$150 to $300 per hour depending on nature and complexity of engagement
Account minimum: $500,000 Fee-only: Fixed fee for financial planning and consulting services ranging from $2,500 to $10,000
Main office
836 Farmington Avenue, Suite 210
West Hartford CT 06119
Advisors at this office
1
Most active in
Connecticut
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.
Forms ADV
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