← Directory
STRATEGIC PLANNING GROUP, INC.
CRD 124855File 801-72178
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Oct 1, 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.SPG1.NET
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 288 | 265 | decreased by23 |
| Apr 1, 2026 | AUM | $198,918,365 | $218,582,386 | increased by$19,664,021 |
| Apr 1, 2026 | Accounts | 769 | 724 | decreased by45 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 274 | 288 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $213,589,516 | $198,918,365 | decreased by$14,671,151 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 733 | 769 | increased by36 |
| Apr 1, 2022 | Clients | 268 | 274 | increased by6 |
| Apr 1, 2022 | AUM | $189,521,607 | $213,589,516 | increased by$24,067,909 |
| Apr 1, 2022 | Accounts | 720 | 733 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC PLANNING” may also match similarly-named firms). Confirm identity against each filing.
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.