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Strategic Resources Planning (Toledo)


Strategic Resources Planning is a large advisory firm based in Toledo. It manages $28.8 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001.

Strategic Resources Planning provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Resources Planning: assets under management

The assets under management (AUM) of Strategic Resources Planning is $28.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Resources Planning for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Toledo

The principal office where Strategic Resources Planning performs its advisory services is located at 5942 Renaissance Place, Toledo, OH 43623, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-882-6400 or by fax 419-882-2620. The normal business hours are 8:30 a.m. - 5:00 p.m on Monday - Friday.


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