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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Strategic Capital Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Joe G. Richardson
CRD#: 3172147
Kennesaw, GA

Joe Richardson (CRD# 3172147) is an Investment Advisor Representative working at Strategic Capital Planning, Inc. in Kennesaw, GA and has over 17 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.

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