How does the advisor help clients – Key Takeaways:
STRATEGIC PLANNING ASSOCIATES is a reputable financial advisory firm that assists clients in achieving their financial goals through strategic planning and expert financial advice.
Facts and Insights
The consultancy firm was established in 2005 and is headquartered in New York. With over 15 years of experience in the industry, STRATEGIC PLANNING ASSOCIATES has gained a deep understanding of the financial market and has built a solid reputation for providing effective financial solutions to clients.
The firm manages assets worth $500 million and has a team of 10 experienced advisors who are dedicated to helping clients make informed financial decisions.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
STRATEGIC PLANNING ASSOCIATES offers a wide range of financial services to cater to the diverse needs and goals of their clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a variety of clients, including individuals, families, and small businesses. STRATEGIC PLANNING ASSOCIATES understands that each client has unique financial goals and needs, and they tailor their services to meet those specific requirements.
Fees & Compensation
STRATEGIC PLANNING ASSOCIATES operates on a fee-only model, which means they do not receive any commissions or compensation from third parties. This allows them to provide unbiased advice and recommendations to their clients. The fees charged are based on a percentage of the assets under management, ensuring that the firm is aligned with the success of their clients’ investments.
Background
The advisors at STRATEGIC PLANNING ASSOCIATES are highly qualified professionals with diverse backgrounds and expertise in various areas of finance. They are committed to staying updated on the ever-changing market and regulations to provide their clients with the most current and relevant advice.
Financial Advisor Disclosures to Know
STRATEGIC PLANNING ASSOCIATES prides itself on transparency and adhering to the highest standards in the industry. As a registered investment advisor, they are required to disclose any potential conflicts of interest or legal actions that may impact their clients. These disclosures can be found on their website or upon request from a potential client.