Strategic Capital Planning, Inc.
Strategic Capital Planning, Inc. (CRD# 140438) is a financial advisory firm headquartered in Brooklet, GA. They manage $22,447,019 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$975,957
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Joe Richardson (CRD# 3172147) is an Investment Advisor Representative working at Strategic Capital Planning, Inc. in Kennesaw, GA and has over 19 years of experience in the finance industry. Joe Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.