Strategic Capital Planning, Inc.

Strategic Capital Planning, Inc. (CRD# 140438) is a financial advisory firm headquartered in Brooklet, GA. They manage $15,161,378 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 448, Brooklet, GA 30415
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $758,069
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
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Strategic Capital Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joe Richardson, financial advisor Kennesaw GA
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 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals