# Strategic Asset Planning

> Strategic Asset Planning is a state-registered investment advisory firm in Gainesville, FL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 304415
- Filed as: STRATEGIC ASSET PLANNING
- Legal name: Turner, Michael
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304415
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-asset-planning-gainesville-fl-304415

## Quick answers

**How is Strategic Asset Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Asset Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Strategic Asset Planning located?**
Strategic Asset Planning's principal office is in Gainesville, FL, according to its Form ADV.

**Is Strategic Asset Planning registered with the SEC or a state?**
Strategic Asset Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304415.

**How much does Strategic Asset Planning manage?**
Strategic Asset Planning reports $41,242,362 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Strategic Asset Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Strategic Asset Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304415

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $41,242,362
- Discretionary: $41,242,362
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $8,982,527 |
| High net worth individuals | 6 | $11,834,723 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $20,425,112 |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Asset Planning (CRD 304415): Form ADV filing data as of October 2026.