Advisor at Strategic Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Financial Planning, Inc.
Location
Minnetonka, MN 55305
Credentials
Series 65
Industry experience
8 years
Brian Durand is a financial advisor at Strategic Financial Planning, Inc. in Minnetonka, MN, holding a Series 65 designation with seven years of industry experience. He has been with Strategic Financial Planning, Inc. since 2002. Strategic Financial Planning, Inc. provides financial planning and portfolio management services to individuals and families, focusing on retirement, investment, tax, estate, and education planning, as well as small-business owner benefits and life-event guidance. The firm tailors investment strategies to each client’s risk profile using a modern-portfolio-theory framework, primarily employing exchange-traded funds and no-load mutual funds.
Based on Strategic Financial Planning, Inc.
Written financial plans generally cost $1,500 based on complexity.
$0.00 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $3,000,000: 0.60% $3,000,000+: 0.55%
Account minimum: $250,000 preferred minimum (not a hard and fast requirement) Fee-only: Written financial plans generally cost $1,500; Ongoing portfolio management fees are tiered based on AUM.
601 Carlson Parkway Suite 1050
Minnetonka, MN 55305
Minnesota
Strategic Financial Planning Inc
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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