Strategic Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$207,300,000
Clients
196
51% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
196
Very HighAverage account size
$1,057,653
About
Strategic Wealth Planning (doing business as Blum Financial L.P.) provides investment advisory and financial planning services to individuals, families, businesses and plan sponsors. Its offerings include non‑discretionary portfolio advice, a discretionary Managed Account Program (a wrap fee program), pension consulting for employer retirement plans, referrals to third‑party money managers, and standalone financial planning and consulting.
The firm constructs individualized portfolios based on client goals and reviews discretionary accounts at least monthly, with non‑discretionary clients retaining final trading decisions and periodic reviews. Its Managed Account Program bundles management and transaction costs into a single wrap fee, and pension consulting engagements are structured to comply with ERISA and to acknowledge the firm’s fiduciary role where applicable.
Distinctive features compared with peers include formal affiliations with related businesses that provide bookkeeping, tax preparation and legal referral services, an in‑house licensed insurance agency that may earn commissions on insurance placements, and arrangements to refer clients to or provide services for other registered advisers. The firm also serves as a wrap fee program sponsor, conducts due diligence on private investments (occasionally receiving due diligence fees), and manages over $200 million in client assets.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Estate planning & management services; business planning & management services
Estate planning & management services; business planning & management services
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $50,000: 2.00% $50,001 - $100,000: 1.85% $100,001 - $250,000: 1.70% $250,001 - $500,000: 1.60% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.20% $2,000,001 - $3,500,000: 1.10% $3,500,001 - $5,000,000: 1.05% $5,000,001+: 1.00%
Account minimum: $100,000.00 Minimum fee: Minimum fee for written financial plans is $1,500, may be waived Fee-only: Annual flat fees for pension consulting ($750 to $10,000) and financial planning ($1,500 to $150,000)
Main office location
Strategic Wealth Planning
2929 North Central Expressway, Suite 200
Richardson TX 75080, United States
Number of offices
1
Most active in
Strategic Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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