Strategic Pension Planning, LLC
Strategic Pension Planning, LLC (CRD# 117118) is a financial advisory firm headquartered in , . They manage $48,183,840 in 78 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Strategic Pension Planning, LLC
By the Numbers
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Total Assets Under Management48MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$617,742
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States

Registered Investment Advisor
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.
MA, ME, NH
Financial Advisors at Strategic Pension Planning, LLC
1
Robert Wilson (CRD# 704400) is an Investment Advisor Representative working at Strategic Pension Planning, LLC in Wolfeboro, NH and has over 21 years of experience in the finance industry.
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