Strategic Wealth Planning
Strategic Wealth Planning (CRD# 149134) is a financial advisory firm headquartered in Richardson, TX. They manage $164,440,000 in 640 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management164MILLION
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Total Number of Accounts640ACCOUNTS
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Average Account Value$256,938
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Strategic Wealth Planning
1
Stephen Blum (CRD# 2667312) is an Investment Advisor Representative working at Strategic Wealth Planning in Richardson, TX and has over 20 years of experience in the finance industry.
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