STRATEGIC PLANNING, INC.

CRD 139648File 801-110105

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$376.6M

Below cohort median (national)

Discretionary AUM

$376.6M

Clients

817

1,156 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 28, 2017
Principal office: 7730 OLENTANGY RIVER ROAD, COLUMBUS, OH, 43235
Phone: 614-802-0170
Website: HTTP://WWW.STGPLAN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $376.6M
Discretionary AUM: $376.6M
Non-discretionary AUM: $0
Discretionary accounts: 1,156
Non-discretionary accounts: 0
Total accounts: 1,156
AUM per client: $461K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	352	$240.1M
Individuals (other than high net worth individuals)	465	$136.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	552	817	increased by265
Apr 1, 2026	AUM	$324,920,000	$376,630,000	increased by$51,710,000
Apr 1, 2026	Accounts	1,051	1,156	increased by105
May 1, 2025 vs Oct 1, 2022	Employees	3	4	increased by1
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	572	552	decreased by20
May 1, 2025 vs Oct 1, 2022	AUM	$269,870,741	$324,920,000	increased by$55,049,259
May 1, 2025 vs Oct 1, 2022	Accounts	876	1,051	increased by175
Mar 1, 2022	Clients	728	572	decreased by156
Mar 1, 2022	AUM	$231,487,880	$269,870,741	increased by$38,382,861
Mar 1, 2022	Accounts	935	876	decreased by59
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.