Strategic Wealth Planning

Strategic Wealth Planning (CRD# 149134) is a financial advisory firm headquartered in Dallas, TX. They manage $145,300,000 in 503 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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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 Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
Stephen J. Blum
CRD#: 2667312
14900 Landmark Blvd., Suite 460, Dallas, TX 75254

Stephen Blum (CRD# 2667312) is an Investment Advisor Representative working at Strategic Wealth Planning in Dallas, TX and has over 19 years of experience in the finance industry. Stephen Blum 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.

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