Strategic Planning Group, Inc.

Strategic Planning Group, Inc. (CRD# 124855) is a financial advisory firm headquartered in Wellesley, MA. They manage $192,368,571 in 963 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    963
    ACCOUNTS
  • Average Account Value
    $199,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, MA, NH

Financial Advisors at Strategic Planning Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jarrod A. Sherman
CRD#: 2868422
57 River Street, Suite 306, Wellesley, MA 02481
93
Wealthminder
score

Jarrod Sherman (CRD# 2868422) is an Investment Advisor Representative working at Strategic Planning Group, Inc. in Wellesley, MA and has over 20 years of experience in the finance industry.

2
David A. Rourke
CRD#: 2089364
57 River Street, Suite 306, Wellesley, MA 02481
63
Wealthminder
score

David Rourke (CRD# 2089364) is an Investment Advisor Representative working at Strategic Planning Group, Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.

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