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STRATEGIC FINANCIAL PLANNING, INC.
PLANO, TX
972-403-1234
SEC #801-68564Total AUM
$42M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6513 PRESTON RD., SUITE 100
PLANO
TX 75024
United States
PLANO
TX 75024
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
972-403-1234
Financials
Total AUM
$42M
Accounts
248Discretionary
$42M
Accounts
248Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.