$218.6M Total AUM
$212.6M Disc. AUM
8.3% 3Y CAGR
3 Employees
265 ADV. Clients
21 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2005
- Office Locations
- 1
Office Locations
57 River Street Suite 306 Wellesley MA
About Strategic Planning Group, Inc.
Strategic Planning Group, Inc. is a Wellesley, MA RIA serving retail clients, with an emphasis on retirement planning through its Relaxing Transition to Retirement Program and ongoing portfolio oversight via its Capital Management Program. The firm builds portfolios primarily using public funds and ETFs and offers broader financial planning support. Custodies assets at RBC.
Team overview
55 AVG AGE
$109.3M AVG AUM / ADVISOR
$824.8K AVG AUM / CLIENT
18.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID ALEXANDER ROURKE SR
President
- CRD
- #2089364
- Ownership
- 75% or more
Available
Available
Available
J
JARROD ANDREW SHERMAN
Chief Compliance Officer
- CRD
- #2868422
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,592,745 | $296,917 |
| Non-Discretionary | $5,989,641 | $748,705 |
| Total | $218,582,386 | $301,909 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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