# Strategic Planning Associates

> Strategic Planning Associates is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2025.

- CRD: 126503
- Filed as: STRATEGIC PLANNING ASSOCIATES
- Legal name: Desjardins, Pamela Marie
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: August 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126503
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-planning-associates-126503

## Quick answers

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

**Is Strategic Planning Associates registered with the SEC or a state?**
Strategic Planning Associates is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 126503.

**How much does Strategic Planning Associates manage?**
Strategic Planning Associates reports $8,684,130 in regulatory assets under management in its Form ADV filing dated August 27, 2025 (100% discretionary).

**What types of clients does Strategic Planning Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (6).

**Does Strategic Planning Associates 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/126503

## 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: $8,684,130
- Discretionary: $8,684,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $5,914,782 |
| High net worth individuals | 6 | $2,769,348 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategicplanningassoc.com](https://strategicplanningassoc.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Planning Associates (CRD 126503): Form ADV filing data as of October 2026.