Firm
Strategic Financial
South Windsor, Connecticut
Fee-only
Strategic Financial at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the PFS.
- Its Form ADV reports 2 employees and 181 individual clients, 38 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 183 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | South Windsor, Connecticut |
|---|---|
| Website | strategicfinancialadv.com |
| Phone | (860) 644-8666 |
Strategic Financial fees
Strategic Financial 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $65 million |
| Individual clients | 143 |
| High-net-worth clients | 38 |
| Accounts managed | 183 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 122437 |