A complete list of active advisors currently associated with Strategic Planning Group, Inc.
Warmer can help you find a great advisor at Strategic Planning Group, Inc. or one who fits your needs even better.
Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households. The firm offers customized “retirement roadmap” financial plans that forecast clients’ finances and address investment, insurance and estate-planning considerations, and it manages portfolios primarily using mutual funds and ETFs with occasional individual securities. SPG uses a rules-based investment framework that builds client allocations around a targeted debt-to-equity profile and four explicit rules (including a stated multi-year horizon, diversification and fund performance), and it reviews fund holdings on a frequent schedule while its investment team meets regularly. The firm conducts quarterly client reviews, may employ leverage and options where appropriate, and can engage sub-advisors for specialized strategies; it directs custody and trading through an institutional broker-dealer and uses block trading procedures for tax-advantaged accounts. Notable, less-common features include a fixed-fee financial planning program with a satisfaction refund and discounted renewals, and a small advisory team managing more than $200 million in client assets. The brochure also discloses a 2019 enforcement settlement with federal and state regulators concerning undisclosed personal investments in a public company; prospective clients should review the firm’s regulatory filings for details.
To learn more about the advisors currently working at Strategic Planning Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wellesley, MA
| 35
| |
Wellesley, MA
| 28
|
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