← Tributary

STRATEGIC FINANCIAL PLANNING, INC.

PLANO, TX · CRD 118450 · IAPD ↗ · 972-403-1234

$220.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2025 — STRATEGIC FINANCIAL PLANNING, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.