Strategic Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$195⁠-⁠$300/hr

“Hourly $195/hr. $300/hr.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Strategic Financial Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Langlois, MBA, dba CFP® SFG ’sfinancial planning fees are negotiated between you and SFG in advance and are outlined clearly Agreement.”

How Strategic Financial Group’s fees compare

• Its hourly rate of $195-$300 spans the Rhode Island median of $280. 20% of the 15 other Rhode Island planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Strategic Financial Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1994 (32 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123877

Website

rifinancialplanner.com (opens in new tab)

Phone

(401) 463-3150

Other planners in Rhode Island that publish fees

• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr

Compare all 42 planners in Rhode Island