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 63, Series 65
Industry experience
9 years
William Draper is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Foresight Wealth Management, Utah Retirement Systems, and Martin Worley Group. Strategic Planning Group offers discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm tailors portfolios to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party sub-advisors.
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 · Texas · Utah
Strategic Planning Group
2021 - Present (5 years)
self Employed
2021 - 2021 (1 year)
Foresight Wealth Management
2019 - 2021 (2 years)
Utah Retirement Systems
2016 - 2019 (3 years)
Martin Worley Group
2016 - 2016 (1 year)
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")