Strategic Financial Planning, Inc.

Strategic Financial Planning, Inc. (CRD# 118450) is a financial advisory firm headquartered in Plano, TX. They manage $165,859,420 in 534 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6513 Preston Rd., Suite 100, Plano, TX 75024
https://twitter.com/strategicfp
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $310,598
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Strategic Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bryan Lee, financial advisor Plano TX
Bryan K. Lee
CRD#: 2444953
6513 Preston Rd., Suite 100, Plano, TX 75024
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 Morris, financial advisor Plano TX
Joshua D. Morris
CRD#: 6603668
6513 Preston Rd., Suite 100, Plano, TX 75024

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.

3
David Tenerelli, financial advisor Plano TX
David P. Tenerelli
CRD#: 7203014
6513 Preston Rd., Suite 100, Plano, TX 75024

David Tenerelli (CRD# 7203014) is an Investment Advisor Representative working at Strategic Financial Planning, Inc. in Plano, TX and has 1 year 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.

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