Strategic Financial Planning, Inc.

Strategic Financial Planning, Inc. (CRD# 118450) is a financial advisory firm headquartered in Plano, TX. They manage $64,854,115 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $270,225
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
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.

TX

Financial Advisors at Strategic Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bryan K. Lee
CRD#: 2444953
6513 Preston Rd., Suite 100, Plano, TX 75024
103
Wealthminder
score
Bryan Lee (CRD# 2444953) is an Investment Advisor Representative working at Strategic Financial Planning, Inc. in Plano, TX and has over 22 years of experience in the finance industry. Bryan Lee 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Joshua D. Morris
CRD#: 6603668
6513 Preston Rd., Suite 100, Plano, TX 75024
90
Wealthminder
score

Joshua Morris (CRD# 6603668) is an Investment Advisor Representative working at Strategic Financial Planning, Inc. in Plano, TX and has 1 year of experience in the finance industry. Joshua Morris 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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