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).
Total Assets Under Management145MILLION
Total Number of Accounts503ACCOUNTS
Average Account Value$288,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.