Strategic Investment Planning LLC

Strategic Investment Planning LLC (CRD# 282825) is a financial advisory firm headquartered in West Hartford, CT. They 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
  • Other
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)
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 Investment Planning LLC
Showing 1 - 1 of 1 top financial advisors.
James G. Russell
CRD#: 4331226
836 Farmington Avenue, Suite 210, West Hartford, CT 06119

James Russell (CRD# 4331226) is an Investment Advisor Representative working at Strategic Investment Planning LLC in West Hartford, CT and has over 16 years of experience in the finance industry.

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