Firm
Strategic Planning Group
Wellesley, Massachusetts
Fee-only
Strategic Planning Group at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 265 individual clients, 78 of them high net worth.
- Its average account is about $302,000 (assets it manages divided by its 724 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Wellesley, Massachusetts |
|---|---|
| Website | spgneedham.com |
| Phone | (781) 444-9010 |
Strategic Planning Group fees
Strategic Planning Group 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 · Fixed fees |
|---|---|
| Assets managed | $219 million |
| Individual clients | 187 |
| High-net-worth clients | 78 |
| Accounts managed | 724 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-72178) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 124855 |