Strategic Wealth Planning fees and pricing
Financial planner in Richardson, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Strategic Wealth Planning charges an annual fee of $750-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $750-$10,000/yr
“Our yearly fees range from $750.00 to $10,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Planning fees may be negotiable based upon the specific services requested, including the complexity and scope of the consultation.”
- “Planning fees may be negotiable based upon the specific services requested, including the complexity and scope of the plan, as well as your financial situation and objectives.”
- “Planning fees are usually payable in advance unless the planning engagement is complex.”
How Strategic Wealth Planning’s fees compare
- Its annual fee of $750-$10,000 spans the Texas median of $6,000. 45% of the 106 other Texas planners that publish an annual fee charge less.
About Strategic Wealth Planning
- Firm size: 6 employees.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 196
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $208,600,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149134
- Phone
- (214) 727-6000
Other planners in Richardson that publish fees
- LD Lowe Wealth AdvisoryRichardson$500/hr
- Lemnis CapitalRichardson$2,000-$5,000, $30/mo
- Sendera Wealth AdvisorsRichardson$7,500-$15,000
- Tuggle & Russell, L.L.C.Richardson$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.