Stanley Edgell
Strategic Planning · Columbus, Ohio
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.
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Specialties
Facts
| Firm | Strategic Planning |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $376.6M across 1,156 accounts |
| SEC registration | Investment adviser representative in OH · CRD 860505 |
| Exams passed | Series 63 (1987) · Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.stgplan.com |
How Stanley's firm compares
- Strategic Planning's average account is about $326,000, from its Form ADV (assets managed divided by 1,156 accounts).
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Questions about Stanley
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.
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
- Strategic Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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