Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. (CRD# 118450) is a financial advisory firm headquartered in Plano, TX. They manage $68,939,494 in 228 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management69MILLION
Total Number of Accounts228ACCOUNTS
Average Account Value$302,366
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.