STRATEGIC PLANNING, INC.

COLUMBUS, Ohio·2 registered advisors·CRD# 139648
SEC# 801-1101050614-802-0170
01

Firm Overview

AUM
$284M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGIC PLANNING, INC.

2 registered advisors
Sean Gavin Edgell
COLUMBUS, Ohio
Stanley Ray Edgell
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC PLANNING, INC. (CRD# 139648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.