Strategic Planning, Inc.

Strategic Planning, Inc. (CRD# 139648) is a financial advisory firm headquartered in Columbus, OH. They manage $126,091,992 in 771 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Strategic Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Stanley R. Edgell
CRD#: 860505
7600 Olentangy River Road, Suite B, Columbus, OH 43235

Stanley Edgell (CRD# 860505) is an Investment Advisor Representative working at Strategic Planning, Inc. in Columbus, OH and has over 30 years of experience in the finance industry.

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