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STRATEGIC PLANNING GROUP, INC.

WELLESLEY, MA · CRD 124855 · IAPD ↗ · spgneedham.com · 781-444-9010

$218.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
4States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — STRATEGIC PLANNING GROUP, INC. changed its website from spg1.net to spgneedham.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2026 — STRATEGIC PLANNING GROUP, INC. notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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