Strategic Financial Planning, Inc.

Strategic Financial Planning, Inc. at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 3 employees and 61 individual clients, 45 of them high net worth.
• Its average account is about $390,000 (assets it manages divided by its 566 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Strategic Financial Planning, Inc. fees

Strategic Financial Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Bryan Lee

  CFP · MBA

• Valerie Field

  CFP

Other fee-only firms in Plano

• Tbms Wealth
• TFR Capital
• The Watchman Group
• Valinor Wealth Management
• Vessel Financial Planning
• Your Richest Life, LLC
• Allvet Financial
• Bollinger Wealth Management

Fee-only advisors in Texas