Strategic Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,315,950
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$902,279
About
Strategic Financial Planning Inc. provides financial planning and portfolio management services to individuals and families, covering retirement, investment, tax, estate and education planning as well as small-business owner benefits and life-event guidance. The firm generally prefers clients with at least $250,000 in investable assets, though that threshold is not an absolute requirement.
Investment strategies are tailored to each client’s risk profile and constructed under a modern-portfolio-theory framework, with primary use of exchange-traded funds and no-load mutual funds; portfolios are monitored and reviewed on a regular cadence and clients receive quarterly written reports with index comparisons. The firm offers written investment plans (commonly billed around $1,500) and may accept discretionary trading authority while typically communicating proposed changes to clients before implementation.
Notable distinctions include a very small client base (seven clients) and approximately $5.3 million in assets under management as of 10/31/25, reflecting an unusually high advisor-to-client ratio for this advisor category. The firm operates on a fee-only basis with no third-party compensation, does not accept performance fees or participate in soft-dollar or wrap programs, does not vote client securities, and uses a recommended custodian with fee-deduction procedures subject to Minnesota’s additional safeguards; its principal has multiple decades of industry experience and the firm has operated since 2006.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
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.
Main office location
Strategic Financial Planning, Inc.
601 Carlson Parkway Suite 1050
Minnetonka MN 55305, United States
Number of offices
1
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
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