Strategic Planning Group, Inc.
Strategic Planning Group, Inc. (CRD# 124855) is a financial advisory firm headquartered in Wellesley, MA. They manage $184,073,567 in 722 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Strategic Planning Group, Inc.
By the Numbers
-
Total Assets Under Management184MILLION
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Total Number of Accounts722ACCOUNTS
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Average Account Value$254,950
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH
Financial Advisors at Strategic Planning Group, Inc.
1
David Rourke (CRD# 2089364) is an Investment Advisor Representative working at Strategic Planning Group, Inc. in Wellesley, MA and has over 30 years of experience in the finance industry.
2
Jarrod Sherman (CRD# 2868422) is an Investment Advisor Representative working at Strategic Planning Group, Inc. in Wellesley, MA and has over 26 years of experience in the finance industry.
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