Fee-only adviser · Wellesley, MA
Strategic Planning Group, Inc.
Strategic Planning Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wellesley, Massachusetts. On its latest Form ADV, filed March 17, 2026, it reports $219M in regulatory assets under management, 265 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 124855 · SEC file 801-72178 |
| Office | 57 River Street #306 Wellesley, MA 02481 |
| Phone | (781) 444-9010 |
| Website | www.spgneedham.com |
| Regulatory assets under management | $219M ($213M discretionary) |
| Individual clients | 187 non-high-net-worth, 78 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wellesley
- Washington Trust Advisors $2.4B
- New England Private Wealth Advisors, LLC $5.1B
- Savior Wealth $140M
- Fairfield Financial Advisors $333M
- Kastel Capital Advisors, LLC $193M
- Empirical Asset Management, LLC $560M
See all 12 fee-only advisers in Wellesley →
Nearby
- Wellesley Hills 1 firm
- Newton Lower Falls 1 firm
- Needham 10 firms
- Natick 4 firms
- Waban 1 firm
- Auburndale 1 firm
- Newton Upper Falls 1 firm
- Weston 2 firms
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