# Stanley Edgell

> Stanley Edgell is a fee-only financial advisor at Strategic Planning in Columbus, Ohio. Stanley focuses on retirement planning and small business owners. Strategic Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stanley-edgell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Strategic Planning
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $376.6M across 1,156 accounts
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 860505 (https://adviserinfo.sec.gov/individual/summary/860505)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1987), Series 66 (2014)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.stgplan.com

## Frequently asked questions

### Is Stanley Edgell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stanley holds no broker registration, and Strategic Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stanley charge for financial advice?

Stanley's firm, Strategic Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stanley Edgell based?

Stanley Edgell is based in Columbus, Ohio.

### What does Stanley specialize in?

Stanley's specialties include retirement planning and small business owners.

### Is Stanley Edgell registered with the SEC?

Yes. Stanley Edgell is registered as an investment adviser representative in OH (CRD 860505), 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 manage?

Strategic Planning reports $376.6M across 1,156 accounts in assets under management.

### How do I contact Stanley Edgell?

Through Stanley's website, www.stgplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/860505): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stgplan.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.