Strategic Portfolio Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Portfolio Solutions serves individuals (including high‑net‑worth clients), trusts, estates and pension plans with asset management, financial planning and consulting, referrals to third‑party money managers, and a dedicated divorce‑planning service that supports clients and their counsel. The firm has offered advisory services since 2011 and provides both discretionary and non‑discretionary management across client accounts.
Portfolios are tailored to client goals and subject to continuous supervision, with the firm reviewing accounts at least weekly and using individual stocks, bonds, ETFs, mutual funds, options and other public and private securities as appropriate. Strategic Portfolio Solutions may engage sub‑advisors for specific mandates and also manages held‑away retirement and other accounts through technology platforms (Pontera and Future Capital) and an order management system to implement tax‑efficient asset location and opportunistic rebalancing.
Compared with many team firms, Strategic Portfolio Solutions explicitly uses derivatives—notably options—in separately managed accounts and maintains documented procedures for option trading, a practice that is uncommon among peers. The firm’s advisors are also licensed insurance agents/brokers and the firm participates in industry educational events while offering ongoing financial coaching and divorce‑planning services, combining insurance, derivative strategies and platform‑based held‑away management in a single advisory offering.
Client services
Expertise
Occupation focus
Fee options
Flat fee for financial planning and consulting services based on scope; Divorce planning flat fees ranging from $5,000 to negotiable amounts
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Ongoing financial coaching fee of $150 monthly
Account minimum: $50,000 Minimum fee: Minimum fee of $500 for written financial plans Fee-only: Flat fees for financial planning: $500 initial planning fee; $150 monthly ongoing coaching; Divorce planning fees start at $5,000 and are negotiable
Main office
See office17304 Preston Road, Suite 125
Dallas TX 75252
Advisors at this office
3
Offices (3)
Most active in
Arizona · Florida · North Carolina · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Nancy H
Series 63, Series 66
Prescott, AZ
Strategic Portfolio Solutions, LLC
Nancy Hetrick is a financial advisor with Strategic Portfolio Solutions, LLC in Prescott, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at several firms, including Financial Life Planners, Smarter Financial Solutions, Better Money Decisions, and Clarity Financial. Hetrick has also been involved with Smarter Divorce Solutions LLC for 12 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, divorce-planning services, and educational workshops, employing a range of investment strategies including traditional equities, fixed income, ETFs, and derivatives.
Stephen J
CFP®, Series 63, Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Stephen Jenkins is a CFP® with 25 years of industry experience. He is currently with Strategic Portfolio Solutions, LLC and also serves as president of Lake Tower Financial Management, a firm he branded that provides insurance, annuity sales, and financial planning services. Jenkins is a board member of Grapevine Ambucs, a charitable service group focused on fundraising and strategic planning. Strategic Portfolio Solutions primarily serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm offers asset management, financial planning, and consulting, with tailored portfolios that include traditional and active investment strategies, and provides divorce-planning services and educational workshops.
Kristen H
Series 63, Series 65
Glendale, AZ
Strategic Portfolio Solutions, LLC
Kristen Hilty is a financial advisor at Strategic Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Smarter Divorce Solutions, Better Divorce Solutions, Belpointe Asset Management, LLC, and Crown Capital Securities, LP. Strategic Portfolio Solutions serves individual and high-net-worth clients, trusts, estates, and retirement plan participants, offering asset management, financial planning, consulting, and divorce-planning services. The firm employs a tailored investment approach with active strategies and regular portfolio supervision, and it also provides educational seminars and workshops.
Charles J
Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.
Robert A
Series 63, Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.
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