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STRATEGIC PLANNING GROUP, INC.
CRD 124855File 801-72178
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$218.6M
Below cohort median (national)
Discretionary AUM
$212.6M
Non-discretionary $6.0M
Clients
265
724 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 15, 2011
- Principal office
- 57 RIVER STREET, #306, WELLESLEY, MA, 02481
- Phone
- 781-444-9010
- Website
- HTTP://WWW.SPGNEEDHAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $218.6M
- Discretionary AUM
- $212.6M
- Non-discretionary AUM
- $6.0M
- Discretionary accounts
- 716
- Non-discretionary accounts
- 8
- Total accounts
- 724
- AUM per client
- $825K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $157.0M |
| Individuals (other than high net worth individuals) | 187 | $61.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.