Advisor at Strategic Planning Group
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Firm
Strategic Planning Group
Location
Bountiful, UT 84010
Credentials
Series 65
Industry experience
4 years
Alexander Craner is a financial advisor at Strategic Planning Group with a Series 65 credential and four years of industry experience. He previously worked at JP Morgan Chase Bank from 2017 to 2019 and operates a sole proprietorship focused on insurance product sales and services. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, managing portfolios primarily on a discretionary basis and utilizing technical and cyclical analysis. The firm serves a high volume of clients and offers educational seminars and workshops at no charge.
Based on Strategic Planning Group
Based on Strategic Planning Group
Fixed fees of $1,000 for financial planning and consulting services
$0 - $250,000: 1.75% $250,001 - $1,000,000: 1.55% $1,000,001+: 1.35%
Certain executive officers and associated persons are licensed insurance agents and earn commissions for selling insurance products separate from advisory fees.
$150 per hour for financial planning and consulting services
Account minimum: $25,000
190 South Main Street
Bountiful, UT 84010
Utah
Alexander Craner, Sole Proprietor
2021 - Present (5 years)
Strategic Planning Group
2021 - Present (5 years)
Strategic Planning Group
2019 - Present (7 years)
JP MORGAN CHASE BANK
2017 - 2019 (2 years)
Full-Time Student
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
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Quayle Asset Management, Inc.
CFA®, Series 63, Series 66
Salt Lake City, UT
Mill Creek Investment Management
Series 63, Series 66
Kaysville, UT
Monson Wealth Management LLC
Series 63, Series 65
Salt Lake City, UT
Lota Advisors LLC.
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