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).
Total Assets Under Management126MILLION
Total Number of Accounts771ACCOUNTS
Average Account Value$163,543
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.