Strategic Financial Concepts, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$927,710,771 as of October 2026, filing dated June 9, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Also doing business as

BENEFIT PLANNING GROUP, BENEFIT PLANNING GROUP INSURANCE & WEALTH MANAGEMENT, BUBELA WEALTH MANAGEMENT, BURNET ASSET MANAGEMENT, BURNET WEALTH MANAGEMENT, PLLC, CAPITAL RETIREMENT PLANNING GROUP, CONCHO INVESTMENT ADVISORS, FREEDOM FINANCIAL WEALTH BUILDING GROUP, HERBIG WEALTH MANAGEMENT, JEFFERY L. SOLINSKY WEALTH MANAGEMENT, A DIVISION OF SOLINSKY GROUP, JEFFREY SOLINSKY WEALTH MANAGEMENT, MAYFIELD STEVENS FINANCIAL ADVISORS, NFA EMPOWERS, NFA INSTITUTIONAL SERVICES, NFA WEALTH MANAGEMENT, RED OAK FINANCIAL ASSET MANAGEMENT, STEVENS WEALTH MANAGEMENT, THE RETIREMENT ANSWER MAN, TRILOGY FINANCIAL PLANNING, WEALTH MANAGEMENT DIVISION OF CAPITOL CREDIT UNION, WWK WEALTH ADVISORS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2006 (19 years)

Employees

Total: 41. Performing investment advisory functions: 41.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Interactive Brokers LLCLPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

16 other offices, as of the July 2026 filing

Austin, TXDeridder, LAEdmond, OKEl Paso, TXFredericksburg, TXFt Worth, TXHorseshoe Bay, TXHouston, TXKaty, TXKerrville, TXKyle, TXMetairie, LAOrthello, WARound Rock, TXSan Angelo, TXSan Antonio, TX

States registered or notice-filed

37 states or jurisdictions

ALARAZCACOFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNENJNMNVNYOHOKORPASCTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $678,729,459 in the October 2021 data and $927,710,771 in the October 2026 data, up 37%.

Total employees: 39 in October 2021 and 41 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Added the business name Herbig Wealth Management.
   • Added an office in Houston, TX.
2. June 2026
   • Added the business name Freedom Financial Wealth Building Group.
3. April 2026
   • No longer lists the business name G2 Wealth Management Partners, LLC.
   • No longer lists the business name Moffatt Financial Strategies.
   • No longer lists the business name Agile Retirement Management.
   • No longer lists the business name Carroll Advisory Group.
   • Changed its office addresses in Edmond, OK.
   • Changed its office addresses in El Paso, TX.
   • Added an office in Horseshoe Bay, TX.
   • Added an office in Kyle, TX.
   • Added an office in Orthello, WA.
   • No longer lists an office in Burnet, TX.
   • No longer lists an office in Ft Worth, TX.
   • No longer lists an office in Mansfield, TX.
   • No longer lists an office in Texarkana, TX.
   • No longer lists an office in Yoakum, TX.
   • Registered or notice-filed in AZ, MO, MS, MT.
4. January 2026
   • No longer registered or notice-filed in MT, TN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.