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
http://www.lmrpa.com/services.html
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Robert Wilson, financial advisor Wolfeboro NH
Robert B. Wilson
CRD#: 704400
645 South Main Street, Wolfeboro, NH 03894
93
Wealthminder
score

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.

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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