Advisor at Strategic Planning Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Planning Group
Location
Bountiful, UT 84010
Credentials
Series 66
Industry experience
12 years
John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a sole proprietorship reselling goods online. Strategic Planning Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages portfolios primarily on a discretionary basis, using technical and cyclical analysis along with third-party sub-advisors to tailor investments to client objectives and risk tolerance.
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
Louisiana · Utah
John Park sole proprietor
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2017 - 2020 (3 years)
Cambridge Investment Research Advisors
2015 - 2017 (2 years)
JP Financial LLC
2015 - Present (11 years)
Strategic Planning Group
2014 - Present (12 years)
John M. Park, Sole Proprietor
2014 - Present (12 years)
Cambridge Investment Research Inc
2014 - 2017 (3 years)
Capital Concepts
2014 - 2017 (3 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.
CFP®, Series 63, Series 65
Farmington, UT
David Russell Fjeldsted
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Series 63, Series 65
Salt Lake City, UT
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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