# Strategic Planning, Inc.

> Strategic Planning, Inc. is an SEC-registered investment advisory firm in Columbus, OH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 139648
- Filed as: STRATEGIC PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139648
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-planning-inc-columbus-oh-139648

## Quick answers

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

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

**Is Strategic Planning, Inc. registered with the SEC or a state?**
Strategic Planning, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 139648.

**How much does Strategic Planning, Inc. manage?**
Strategic Planning, Inc. reports $376,630,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Strategic Planning, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Strategic Planning, Inc.: Regulatory assets under management: $231,487,880 in the October 2021 data and $376,630,000 in the October 2026 data, up 63%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (465); high net worth individuals (352).

**Which custodians does Strategic Planning, Inc. use?**
Strategic Planning, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Strategic 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 SEC record: https://adviserinfo.sec.gov/firm/summary/139648

**Does Strategic Planning, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is no minimum account size for investment advisory services."

**What changed in Strategic Planning, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $324,920,000 to $376,630,000 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> There is no minimum account size for investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $376,630,000
- Discretionary: $376,630,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 465 | $136,547,000 |
| High net worth individuals | 352 | $240,083,000 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stgplan.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $231,487,880 | 3 | March 9, 2021 |
| October 2022 | $269,870,741 | 3 | February 16, 2022 |
| October 2023 | $239,637,548 | 3 | March 28, 2023 |
| October 2024 | $283,552,605 | 4 | March 12, 2024 |
| October 2025 | $324,920,000 | 4 | February 26, 2025 |
| October 2026 | $376,630,000 | 4 | March 30, 2026 |

Regulatory assets under management: $231,487,880 in the October 2021 data and $376,630,000 in the October 2026 data, up 63%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $324,920,000 to $376,630,000 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Planning, Inc. (CRD 139648): Form ADV filing data as of October 2026.