Strategic Financial Planning Inc. offers comprehensive wealth management, combining ongoing investment management with personalized financial planning. The firm builds customized portfolios using Modern Portfolio Theory, primarily utilizing low-cost exchange-traded funds, mutual funds, and individual securities. In addition to managing investments, Strategic Financial Planning addresses retirement planning, tax planning and preparation, stock option and corporate benefits planning, college education planning, asset protection, cash flow, liability management, and estate planning. Led by Brian Durand, the firm operates as a fee-only advisor, meaning its sole compensation comes directly from client fees without commissions or product sales. Strategic Financial Planning collaborates closely with clients' existing accountants and attorneys or provides referrals to coordinate a complete wealth management strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable at the firm's discretion. Tax preparation and estate planning fees are additional.