SF Planning Group is a registered investment advisor founded in Texas by Jason Stepanik. The firm offers personalized investment management and comprehensive financial planning services to individuals and high-net-worth clients. For investment management, SF Planning Group builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash, and may also utilize third-party managers when appropriate. The firm's financial planning covers a wide range of topics, including retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits, college savings, and risk management. SF Planning Group operates as a fee-only firm, meaning they are compensated directly by clients and do not accept commissions or sales-related fees from financial product providers. Financial planning is included at no additional cost for clients who maintain more than $250,000 in assets under management with the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Financial planning is included at no additional cost for clients with more than $250,000 in assets under management.
