# Strategic Financial Planning, Inc.

> Strategic Financial Planning, Inc. is a state-registered investment advisory firm in Minnetonka, MN, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 121007
- Filed as: STRATEGIC FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121007
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-financial-planning-inc-minnetonka-mn-121007

## Quick answers

**How is Strategic Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Financial Planning, Inc. located?**
Strategic Financial Planning, Inc.'s principal office is in Minnetonka, MN, according to its Form ADV.

**Is Strategic Financial Planning, Inc. registered with the SEC or a state?**
Strategic Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 121007.

**How much does Strategic Financial Planning, Inc. manage?**
Strategic Financial Planning, Inc. reports $6,315,950 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Strategic Financial Planning, Inc. 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/121007

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,315,950
- Discretionary: $6,315,950
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $142,800 |
| High net worth individuals | Fewer than 5 | $6,173,150 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategic-financial-planning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Financial Planning, Inc. (CRD 121007): Form ADV filing data as of October 2026.