# Strategic Investment Planning LLC

> Strategic Investment Planning LLC is a state-registered investment advisory firm in West Hartford, CT, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated September 4, 2026.

- CRD: 282825
- Filed as: STRATEGIC INVESTMENT PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282825
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-investment-planning-llc-west-hartford-ct-282825

## Quick answers

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

**Where is Strategic Investment Planning LLC located?**
Strategic Investment Planning LLC's principal office is in West Hartford, CT, according to its Form ADV.

**Is Strategic Investment Planning LLC registered with the SEC or a state?**
Strategic Investment Planning LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282825.

**Does Strategic Investment Planning LLC 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/282825

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- 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 Investment Planning LLC (CRD 282825): Form ADV filing data as of October 2026.