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Strategic Planning
Strategic Planning is a Columbus, Ohio-based registered investment advisor with a history centered on comprehensive financial planning. The firm's advisory...
Strategic Planning
Strategic Planning is a Columbus, Ohio-based registered investment advisor with a history centered on comprehensive financial planning. The firm's advisory model integrates retirement analysis, estate planning, and portfolio construction for a stable client base that includes individuals, high-net-worth families, and charitable organizations across the Midwest. Investment strategy leans on modern portfolio theory, deploying capital across core equity and fixed-income allocations with a tax-sensitive overlay. Client accounts predominantly hold mutual funds and exchange-traded funds, reflecting Strategic Planning's fiduciary posture rather than proprietary product distribution. The firm does not market private-alternative access, direct co-investments, or a separate asset-management arm — its differentiator is the integration of tax planning, retirement longevity analysis, and portfolio design under one advisory roof. The practice is geographically concentrated in Central Ohio. Available data does not surface a multi-state office footprint or a separate institutional-consulting division. The firm's registration as an RIA puts it under the Investment Advisers Act of 1940, aligning its compensation to a fee-only standard that reduces structural conflicts tied to commissions. Strategic Planning's structural identity is that of a planning-led RIA rather than a product manufacturer or multi-family-office aggregator. The absence of a broker-dealer affiliation or a proprietary fund suite means portfolio decisions are unconstrained by distribution economics, a feature that distinguishes it in competitive Midwest wealth markets dominated by hybrid commission-fee firms.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Bountiful
Corporate office
Columbus, OH, United States
Frequently asked questions
Is Strategic Planning a fee-only advisor, and what does that mean for its investment recommendations?
Strategic Planning operates as a registered investment advisor under the Investment Advisers Act of 1940, which generally binds it to a fiduciary standard. As a fee-only practice, its compensation comes directly from client advisory fees rather than product commissions or revenue-sharing arrangements. This posture reduces structural incentives to recommend proprietary funds or higher-cost insurance wrappers, aligning portfolio decisions with a planning-centric, best-interest framework.
Does Strategic Planning offer access to private markets, direct co-investments, or alternative assets?
The firm's disclosed service language centers on financial planning, retirement analysis, and portfolio management using liquid securities. There is no public evidence of a private-markets platform, direct co-investment syndication, or alternative-asset fund-of-funds program. Clients seeking private-equity or venture access would likely evaluate the firm alongside other multi-family-office or institutional-consulting relationships.
What investment approach does Strategic Planning use for client portfolios?
Strategic Planning's portfolio construction reflects a planning-led, risk-budgeted framework tied to each client's retirement and cash-flow modeling. Portfolios are built predominantly with mutual funds and exchange-traded funds across equity and fixed-income segments. Tax considerations — including municipal-bond allocations and asset-location strategies across taxable and qualified accounts — are embedded rather than after-the-fact overlays.
Who are Strategic Planning's primary clients?
The firm's practice serves a mix of individuals, high-net-worth families, charitable organizations, and business owners, concentrated in Central Ohio. Its service delivery integrates financial planning with ongoing portfolio management, making it relevant for clients who value a single-provider relationship for both planning advice and investment execution rather than a standalone money manager.
Does Strategic Planning have offices outside of Columbus, Ohio?
The firm's public record indicates a single Columbus-area headquarters. Multi-state or multi-office expansion is not evidenced in available regulatory filings or communications, suggesting Strategic Planning's footprint remains regionally concentrated and relationship-driven rather than marketed nationally.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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