Strategic Wealth Planning

Strategic Wealth Planning (CRD# 149134) is a financial advisory firm headquartered in Richardson, TX. They manage $164,440,000 in 640 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2929 North Central Expressway, Suite 200, Richardson, TX 75080

http://twitter.com awealthplan

By the Numbers

Total Assets Under Management

164

MILLION
Total Number of Accounts

640

ACCOUNTS
Average Account Value

$256,938

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

Registered Investment Advisor

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

2929 North Central Expressway, Suite 200, Richardson, TX 75080

Stephen Blum (CRD# 2667312) is an Investment Advisor Representative working at Strategic Wealth Planning in Richardson, TX and has over 20 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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