Strategic Pension Planning, LLC

Strategic Pension Planning, LLC (CRD# 117118) is a financial advisory firm headquartered in , . They manage $46,430,733 in 82 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $566,228
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 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 20 years of experience in the finance industry.

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