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Strategic Capital Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,116,313
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$811,631
About
Strategic Capital Planning, Inc. is a single-advisor registered investment adviser that provides personalized financial planning, 401(k) consulting, and portfolio management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Services are offered in modular and hourly formats for planning, non‑discretionary portfolio management, and ongoing plan consulting and education.
The firm typically implements mutual fund–based strategies, favoring passive funds with occasional tilts toward smaller‑capitalization or lower‑priced funds and occasional short‑term trades when judged suitable. Portfolio management is delivered primarily on a non‑discretionary basis with regular monitoring, client approvals for trades, and the use of model portfolios where appropriate.
Noteworthy features include a principal who is a certified public accountant and an affiliation that allows the firm to recommend accounting services to clients, and an institutional practice that includes 401(k) plan consulting and charitable organization clients — client types that are less common for solo independent advisers. The firm manages roughly $20 million for a very small client base and structures most relationships as non‑discretionary, a combination that makes its scale and client mix atypical among peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
$100 per hour for financial planning services; $100 to $150 per hour for 401K consulting services
Account minimum: $133,333 minimum, may be waived at firm's discretion Minimum fee: Minimum quarterly fee of $250 for portfolio management services
Main office location
Strategic Capital Planning, Inc.
Statesboro GA, United States
Number of offices
1
Most active in
Strategic Capital Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
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