STRATEGIC WEALTH PLANNING - Financial Advisor in Texas, Richardson

Tel: 214-727-6000 2929 North Central Expressway Suite 200 Richardson, Texas 75080

About STRATEGIC WEALTH PLANNING

STRATEGIC WEALTH PLANNING is a Richardson, Texas based financial advisory firm with nearly $164,440,000 in assets under management and provides investment advisory services for 640 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

149134

Firm SEC#:

801-69852

Assets Under Management:

$164,440,000

No. of Clients:

640

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (ESTATE PLANNING & MANAGEMENT SERVICES; BUSINESS PLANNING & MANAGEMENT SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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