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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2003
- Office Locations
- 1
Office Locations
About Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. is a Plano, TX registered investment adviser providing comprehensive financial/wealth planning alongside discretionary portfolio management. The firm works with individuals and families including business owners, entrepreneurs, physicians, and retirees, using an asset-allocation and risk-management approach implemented primarily through public funds and mutual funds. Client assets are commonly custodied at Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN KEITH LEE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2444953
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VALERIE ANN CARPENTER
Financial Planner
- CRD
- #7967652
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,634,704 | $389,814 |
| Non-Discretionary | $0 | -- |
| Total | $220,634,704 | $389,814 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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