Strategic Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Wealth Planning (doing business as Blum Financial L.P.) provides investment advisory and financial planning services to individuals, families, businesses and plan sponsors. Its offerings include non‑discretionary portfolio advice, a discretionary Managed Account Program (a wrap fee program), pension consulting for employer retirement plans, referrals to third‑party money managers, and standalone financial planning and consulting.
The firm constructs individualized portfolios based on client goals and reviews discretionary accounts at least monthly, with non‑discretionary clients retaining final trading decisions and periodic reviews. Its Managed Account Program bundles management and transaction costs into a single wrap fee, and pension consulting engagements are structured to comply with ERISA and to acknowledge the firm’s fiduciary role where applicable.
Distinctive features compared with peers include formal affiliations with related businesses that provide bookkeeping, tax preparation and legal referral services, an in‑house licensed insurance agency that may earn commissions on insurance placements, and arrangements to refer clients to or provide services for other registered advisers. The firm also serves as a wrap fee program sponsor, conducts due diligence on private investments (occasionally receiving due diligence fees), and manages over $200 million in client assets.
Client services
Expertise
Occupation focus
Fee options
$0 - $50,000: 2.00% $50,001 - $100,000: 1.85% $100,001 - $250,000: 1.70% $250,001 - $500,000: 1.60% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.20% $2,000,001 - $3,500,000: 1.10% $3,500,001 - $5,000,000: 1.05% $5,000,001+: 1.00%
Account minimum: $100,000.00 Minimum fee: Minimum fee for written financial plans is $1,500, may be waived Fee-only: Annual flat fees for pension consulting ($750 to $10,000) and financial planning ($1,500 to $150,000)
Main office
2929 North Central Expressway, Suite 200
Richardson TX 75080
Advisors at this office
1
Most active in
Texas
Also doing business as
Blum Financial, Lp · Strategic Wealth Planning
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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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