Strategic Wealth Planning Inc

Wealth Management Firm in Hanover County, VA

Firm Info
Address: 4860 Cox Rd Suite 200, Glen Allen, VA 23060, USA
Phone: (804) 223-5570

Firm Size
Assets Under Management: $145.3 million
# of Advisors: 2
# of Clients: 503
Client to Advisor Ratio: 252:1
Average Account Size: $288,867
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Strategic Wealth Planning Overview

Strategic Wealth Planning is a fee-based Registered Investment Advisory firm that has been in business since 2009. Headquartered in Dallas, TX, the firm provides a variety of financial planning and investment management services for individuals, small businesses, and institutional clients. As an insurance broker/agent and accounting firm, Strategic Wealth Planning is well-equipped to provide investment advice to help clients plan for their financial futures. The firm offers a range of services, including portfolio management, pension consulting, and selection of other advisors. Whether managing portfolios for individuals or businesses, Strategic Wealth Planning provides tailored investment strategies that align with each client's specific goals and risk tolerance. The firm is also well-versed in helping clients with estate planning and management, as well as business planning and management services. At Strategic Wealth Planning, the emphasis is on building strong, long-term relationships with clients. The firm takes a comprehensive approach to financial planning, considering all aspects of a client's financial life in order to create a personalized plan that addresses their unique needs. With a team of expert advisors, extensive experience, and a commitment to putting clients first, Strategic Wealth Planning is a top choice for those seeking trustworthy investment advice and financial planning services.

STRATEGIC WEALTH PLANNING is a financial advisory firm that serves a wide variety of clients with varying levels of wealth. Their clients range from individuals who are just starting to build their assets to high net worth individuals with significant investments. The firm also caters to pension or profit sharing plans that require specialized investment advice. STRATEGIC WEALTH PLANNING provides personalized financial plans that are tailored to each client's individual needs, ensuring that their investment strategies align with their long-term financial goals. To meet the diverse needs of its clients, STRATEGIC WEALTH PLANNING offers multiple fee structures. Clients can select from a percentage of Assets Under Management (AUM) fee, which is a percentage of the total value of their investments managed by the firm. Alternatively, clients can opt for an hourly fee, which is based on the amount of time the financial advisor spends working with the client. Finally, for a fixed fee clients can receive specific services or planning. The firm understands that every client is different, and they strive to provide transparency when it comes to fees and services. They work with their clients to create customized financial plans that fit their specific needs and adhere to their budgets.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Strategic Wealth Planning is $100,000.00, as stated in their Part 2 Brochure. However, they may allow accounts of members of the same household to be aggregated for purposes of determining the advisory fee and/or for meeting the minimum investment. Exceptions may be made for setting up a new 401k or Simple plan. The minimum fee for written financial plans is $1500.00, which may be waived under certain circumstances.

How This Office Can Help Hanover County, VA Residents

Strategic Wealth Planning Inc is a financial planning firm that assists clients living in Hanover County, VA with their specific financial situations. With over 20 years of experience, the team at Strategic Wealth Planning Inc is equipped to guide clients through all stages of their financial journey. They provide a variety of services including retirement planning, estate planning, investment management, and tax planning. Hanover County, VA is a diverse community with people from all walks of life facing a variety of financial situations. Some residents may be preparing for retirement and seeking advice on how to maximize their savings, while others may be interested in building an investment portfolio or creating a plan for their estate. Additionally, many Hanover County residents own small businesses and require guidance to optimize their financial success. Strategic Wealth Planning Inc offers personalized solutions to help address the unique financial needs of each client in Hanover County, VA.

To view the Minimum Investment and Fee Schedule for Strategic Wealth Planning, visit their Part 2 Brochure.

Services Offered by Strategic Wealth Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Strategic Wealth Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4860 Cox Rd Suite 200, Glen Allen, VA 23060, USA
Phone (804) 223-5570
Opening Hours
  • Mon 8 AM–6 PM
  • Tue 8 AM–6 PM
  • Wed 8 AM–6 PM
  • Thu 8 AM–6 PM
  • Fri 8 AM–6 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 14900 LANDMARK BLVD., SUITE 460, DALLAS, TX 75254, United States

This firm has no other locations.

State Registrations

Strategic Wealth Planning is registered to service clients in the following states:

  • Texas

Disciplinary History

Strategic Wealth Planning does not have any disclosures. Please visit it's Form ADV for more details.