SF Planning Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,750,000
Total clients
17
59% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$279,412
About
SF Planning Group provides investment management and ongoing financial planning services to individual and high-net-worth clients. The firm operates on a fee-only basis and delivers a range of planning services — including retirement, tax, estate, business, college-savings, insurance, and cash-flow reviews — with recurring financial planning engagements that may be bundled with investment management for clients meeting the firm’s asset thresholds.
The firm’s investment approach emphasizes asset allocation and a blend of passive and active strategies informed by modern portfolio theory, using mutual funds, ETFs, individual securities, and, when appropriate, third-party Outside Managers. SF Planning Group typically manages accounts on a discretionary basis, conducts quarterly portfolio reviews and periodic special reviews as needed, allows client-imposed investment restrictions, and does not aggregate client trades into block orders.
Distinctive features for a firm of this size include maintaining multiple office locations and a compact client base with under $5 million in assets under management, alongside a detailed, calendarized financial planning program that specifies regular deliverables throughout the year. The firm also relies primarily on custodial statements for performance and holdings reporting and, when it engages Outside Managers, generally includes those managers’ fees within its stated advisory fee.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Financial Planning initial fee up to $1,200; recurring monthly fixed fee ranging from $100 to $250, negotiable.
$0 - $2,000,000: 0.75% $2,000,001+: 0.50%
Account minimum: $25,000 minimum to open or maintain an account, may be reduced or waived on a case-by-case basis Fee-only: Fee-only firm; compensated solely by clients; no commissions or sales-related compensation.
Main office location
SF Planning Group LLC
2002 Timberloch Pl, Suite 200
The Woodlands TX 77380, United States
Number of offices
3
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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