Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. is an SEC-registered ria in Plano, TX with $220.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Strategic Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118450, SEC 801-120190, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $220.6M (2026-03-31)
- Firm type
- Ria
- Location
- Plano, TX
- Employees
- 3
- Clients
- 62
- CRD
- 118450
- Ownership
- LEE, BRYAN, KEITH
How much AUM does Strategic Financial Planning, Inc. have?
Strategic Financial Planning, Inc. reported $220.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Strategic Financial Planning, Inc.?
Disclosed owners and executives of Strategic Financial Planning, Inc. include LEE, BRYAN, KEITH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.