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).
Total Assets Under Management48MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$617,742
- A percentage of assets under your management
- Hourly charges
- 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)
MA, ME, NH
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.