A complete list of active advisors currently associated with Strategic Wealth Planning
Warmer can help you find a great advisor at Strategic Wealth Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Strategic Wealth Planning, 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 |
|---|---|---|
Richardson, TX
| 22
|
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