David Rourke
Strategic Planning Group · Wellesley, Massachusetts
David Rourke is a fee-only financial advisor at Strategic Planning Group in Wellesley, Massachusetts. Strategic Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Planning Group |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $218.6M across 724 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 2089364 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.spgneedham.com |
How David's firm compares
- Strategic Planning Group's average account is about $302,000, from its Form ADV (assets managed divided by 724 accounts).
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Questions about David
Is David Rourke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Strategic Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Strategic Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Rourke based?
David Rourke is based in Wellesley, Massachusetts.
Is David Rourke registered with the SEC?
Yes. David Rourke is registered as an investment adviser representative in MA and NH (CRD 2089364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Strategic Planning Group manage?
Strategic Planning Group reports $218.6M across 724 accounts in assets under management.
How do I contact David Rourke?
Through David's website, www.spgneedham.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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