Valerie Field
Strategic Financial Planning · Plano, Texas
Valerie Field is a fee-only financial advisor at Strategic Financial Planning in Plano, Texas, who holds the CFP credential. Strategic Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Financial Planning |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $220.6M across 566 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7967652 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | strategicfp.com |
How Valerie's firm compares
- Strategic Financial Planning's average account is about $390,000, from its Form ADV (assets managed divided by 566 accounts).
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Questions about Valerie
Is Valerie Field a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Strategic Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valerie charge for financial advice?
Valerie's firm, Strategic Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Valerie Field based?
Valerie Field is based in Plano, Texas.
What credentials does Valerie Field hold?
Valerie Field holds the CFP credential.
Is Valerie Field registered with the SEC?
Yes. Valerie Field is registered as an investment adviser representative in TX (CRD 7967652), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Financial Planning manage?
Strategic Financial Planning reports $220.6M across 566 accounts in assets under management.
How do I contact Valerie Field?
Through Valerie's website, strategicfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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