A complete list of active advisors currently associated with Strategic Planning Group

Warmer can help you find a great advisor at Strategic Planning Group or one who fits your needs even better.

Strategic Planning Group advises individuals (including high‑net‑worth clients) and retirement plan sponsors, delivering fee‑based financial planning, discretionary portfolio management, ERISA 3(21)/3(38) plan services, qualified plan consulting, and variable annuity oversight. The firm also conducts educational seminars and workshops and can incorporate third‑party model portfolios, separately managed account managers, or sub‑advisors in client accounts. Portfolios are tailored to clients’ risk tolerance and objectives and are implemented either through customized allocations or selected model strategies, with routine monitoring and rebalancing under discretionary authority. The adviser reports using technical and cyclical analysis and discloses the potential use of direct indexing strategies and AI tools in its investment process, along with associated risks and governance considerations. Notable features compared with many peers include a high client load per advisor (more than 200 clients per advisor) and recent material updates to its brochure that explicitly address political risk, direct indexing, and the use of artificial intelligence. The firm also discloses that some investment adviser representatives are licensed insurance agents and may receive commissions for insurance sales, and it describes policies intended to manage those conflicts.

To learn more about the advisors currently working at Strategic Planning Group, 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.