# Stephanie Greene

> Stephanie Greene is a fee-only financial advisor at Strategic Financial Group in Grand Haven, Michigan, who holds the CFP credential. Strategic Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephanie-greene/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Strategic Financial Group
- **Based in:** Grand Haven, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $105.7M across 384 accounts
- **Credentials:** CFP
- **CRD:** 6443181 (https://adviserinfo.sec.gov/individual/summary/6443181)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.strategicfg.net

## Frequently asked questions

### Is Stephanie Greene a fee-only financial advisor?

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

### How does Stephanie charge for financial advice?

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

### Where is Stephanie Greene based?

Stephanie Greene is based in Grand Haven, Michigan.

### What credentials does Stephanie Greene hold?

Stephanie Greene holds the CFP credential.

### Is Stephanie Greene registered with the SEC?

Yes. Stephanie Greene is registered as an investment adviser representative in MI and TX (CRD 6443181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Financial Group manage?

Strategic Financial Group reports $105.7M across 384 accounts in assets under management.

### How do I contact Stephanie Greene?

Through Stephanie's website, www.strategicfg.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6443181): 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

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