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Strategic Planning Solutions, Inc. (New York)


Strategic Planning Solutions, Inc. is a mid-sized advisory firm based in New York. It manages $30.3 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.

Strategic Planning Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Planning Solutions: assets under management

The assets under management (AUM) of Strategic Planning Solutions, Inc. is $30.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.55 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strategic Planning Solutions, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Strategic Planning Solutions, Inc. performs its advisory services is located at 370 Lexington Ave, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-865-1444 or by fax 646-865-1441. The normal business hours are 9:30am - 5:00pm on Monday - Friday.


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