Strategic Planning, Inc.

Strategic Planning, Inc. (CRD# 139648) is a financial advisory firm headquartered in Columbus, OH. They manage $283,552,605 in 1,051 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7730 Olentangy River Road, Columbus, OH 43235
http://www.stgplan.com
By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    1,051
    ACCOUNTS
  • Average Account Value
    $269,793
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
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Strategic Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stanley Edgell, financial advisor Columbus OH
Stanley R. Edgell
CRD#: 860505
7730 Olentangy River Road, Columbus, OH 43235

Stanley Edgell (CRD# 860505) is an Investment Advisor Representative working at Strategic Planning, Inc. in Columbus, OH and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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