Strategic Financial Concepts, llc

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Total assets under management

$1,006,017,397

Total clients

3,186

16% high-net worth

Total advisors

of 41 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$315,762

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

General consulting and business planning services

Fee options

Fixed

Fixed fees may be negotiated based on estimated hours required; one-time planning setup fees range from $250 to $50,000.

Percentage

$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%

Project-based

Hourly fees up to $500 per hour, negotiable depending on scope and complexity.

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $250 for ongoing planning services.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Main office location

Strategic Financial Concepts, llc

901 Ne Loop 410, Suite 100

San Antonio TX 78209, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 210-737-7800

Advisors at this firm

Savannah F

Series 66

San Antonio, TX

Strategic Financial Concepts, llc

Steven R

Series 63, Series 65

Edmond, OK

Strategic Financial Concepts, llc

Philip W

Series 66

Fort Worth, TX

Strategic Financial Concepts, llc

Humberto M

CFA®, Series 63

Round Rock, TX

Strategic Financial Concepts, llc

Ryan B

Series 66

Austin, TX

Strategic Financial Concepts, llc

Coby H

Series 63, Series 65

San Antonio, TX

Strategic Financial Concepts, llc

Richard T

Series 63, Series 65

San Antonio, TX

Strategic Financial Concepts, llc

Matthew M

Series 63, Series 66

Burnet, TX

Strategic Financial Concepts, llc

Wayne S

Series 63, Series 65

Austin, TX

Strategic Financial Concepts, llc

Leslie W

Series 63, Series 65

San Antonio, TX

Strategic Financial Concepts, llc

Adam S

Series 63, Series 65

San Antonio, TX

Strategic Financial Concepts, llc

Thomas M

Series 63, Series 65

Metairie, LA

Strategic Financial Concepts, llc

George G

Series 63, Series 66

El Paso, TX

Strategic Financial Concepts, llc

Eddie H

Series 63, Series 65

Kyle, TX

Strategic Financial Concepts, llc

Kirk W

Series 65

San Antonio, TX

Strategic Financial Concepts, llc

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