Data / Investment advisers / Massachusetts / Strategic Planning Group, Inc.
Strategic Planning Group, Inc., Wellesley, MA: $219 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Strategic Planning Group, Inc. is an SEC registered investment adviser with its main office in Wellesley, Massachusetts and reports $219 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Strategic Planning Group, Inc. (CRD number 124855): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 124855
- SEC file number
- 801-72178
- SEC status
- Approved, effective July 15, 2011
- Main office
- 57 River Street #306, Wellesley, MA 02481
- Phone
- (781) 444-9010
- Website
- spgneedham.com
- Regulatory AUM
- $218,582,386 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $212,592,745
- Non discretionary AUM
- $5,989,641
- Accounts
- 724
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $157 million |
| Individuals (other than high net worth individuals) | 187 | $61.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $218.6 million | March 17, 2026 |
| December 1, 2025 | $198.9 million | March 28, 2025 |
Other advisers in Wellesley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peak Financial Management Inc | Wellesley | $534.4 million | Not listed | adviserinfo.sec.gov |
| Argonautica Private Wealth Management, Inc | Wellesley | $532.9 million | Not listed | adviserinfo.sec.gov |
| Arctaris Impact Investors | Wellesley | $347.3 million | 6 | adviserinfo.sec.gov |
| Fairfield Financial Advisors | Wellesley | $333.2 million | Not listed | adviserinfo.sec.gov |
| The Newcastle Network LP | Wellesley | $222.8 million | 2 | adviserinfo.sec.gov |
| Fulham & Co | Wellesley | $200.2 million | 8 | adviserinfo.sec.gov |
| Kastel Capital Advisors, LLC | Wellesley | $193.3 million | Not listed | adviserinfo.sec.gov |
| Nobscot Investment Management LLC | Wellesley | $164.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wellesley, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Strategic Planning Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.