STRATEGIC FINANCIAL PLANNING, INC.
CRD #118450 SEC #801-120190 PLANO, TX 972-403-1234
SEC Registered
Total AUM
$191.5M
Discretionary
$191.5M
Employees
3
Clients
51
Accounts
553
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $191.5M | $191.5M | $0 | 2 | 0 |
| May 2025 | $191.5M | $191.5M | $0 | 3 | 0 |
| Mar 2025 | $191.5M | $191.5M | $0 | 4 | 0 |
| Aug 2024 | $165.9M | $165.9M | $0 | 4 | 0 |
| Mar 2024 | $165.9M | $165.9M | $0 | 4 | 0 |
| Mar 2023 | $134.5M | $134.5M | $0 | 4 | 0 |
| Jul 2022 | $163.4M | $163.4M | $0 | 3 | 0 |
| Mar 2022 | $163.4M | $163.4M | $0 | 3 | 0 |
| Oct 2021 | $142.5M | $142.5M | $0 | 4 | 0 |
| Mar 2021 | $142.5M | $142.5M | $0 | 3 | 0 |
| Dec 2020 | $134.2M | $134.2M | $0 | 3 | 0 |
| Jun 2012 | $42M | $42M | $0 | 1 | 26 |
| May 2012 | $42M | $42M | $0 | 1 | 26 |
| Mar 2012 | $42M | $42M | $0 | 1 | 26 |
| Aug 2011 | $48.5M | $48.5M | $0 | 5 | -- |
| Mar 2011 | $48.5M | $48.5M | $0 | 5 | -- |
| Jan 2011 | $37.5M | $37.5M | $0 | 5 | -- |
| Apr 2009 | $27.6M | $27.6M | $0 | 5 | -- |
| Mar 2009 | $27.6M | $24.4M | $3.2M | 5 | -- |
| Nov 2007 | $40.6M | $37M | $3.6M | 5 | -- |
DateMay 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$27.6M
Discretionary$24.4M
Non-Disc.$3.2M
Employees5
Clients--
DateNov 2007
Total AUM$40.6M
Discretionary$37M
Non-Disc.$3.6M
Employees5
Clients--