Strategic Planning Corporation

Strategic Planning Corporation (CRD# 118775) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 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
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 Planning Corporation
Showing 1 - 3 of 3 top financial advisors.
Philip J. Corson
CRD#: 5857729
100 Stone Village Drive, Suite 208, Fort Mill, SC 29708

Philip Corson (CRD# 5857729) is an Investment Advisor Representative working at Strategic Planning Corporation in Fort Mill, SC and has over 6 years of experience in the finance industry.

John R. Potter
CRD#: 6597571
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277

John Potter (CRD# 6597571) is an Investment Advisor Representative working at Strategic Planning Corporation in Charlotte, NC and has over 2 years of experience in the finance industry.

Richard M. Flanders
CRD#: 868652
Greensboro, NC

Richard Flanders (CRD# 868652) is an Investment Advisor Representative working at Strategic Planning Corporation in Greensboro, NC and has over 33 years of experience in the finance industry. Richard Flanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.