Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$910,256,041
Total clients
1,582
22% high-net worth
Total advisors
6
of 20 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
264
Average account size
$575,383
Strategic Planning Group advises individuals (including high‑net‑worth clients) and retirement plan sponsors, delivering fee‑based financial planning, discretionary portfolio management, ERISA 3(21)/3(38) plan services, qualified plan consulting, and variable annuity oversight. The firm also conducts educational seminars and workshops and can incorporate third‑party model portfolios, separately managed account managers, or sub‑advisors in client accounts.
Portfolios are tailored to clients’ risk tolerance and objectives and are implemented either through customized allocations or selected model strategies, with routine monitoring and rebalancing under discretionary authority. The adviser reports using technical and cyclical analysis and discloses the potential use of direct indexing strategies and AI tools in its investment process, along with associated risks and governance considerations.
Notable features compared with many peers include a high client load per advisor (more than 200 clients per advisor) and recent material updates to its brochure that explicitly address political risk, direct indexing, and the use of artificial intelligence. The firm also discloses that some investment adviser representatives are licensed insurance agents and may receive commissions for insurance sales, and it describes policies intended to manage those conflicts.
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
Strategic Planning Group
190 South Main Street
Bountiful UT 84010, United States
Number of offices
1
Arizona · California · Colorado · Florida · Idaho · Louisiana · Montana · Nebraska · Nevada · Tennessee · Texas · Utah · Washington · Wyoming
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.
Series 66
Bountiful, UT
Strategic Planning Group
Series 65
Bountiful, UT
Strategic Planning Group
Series 63, Series 65
Bountiful, UT
Strategic Planning Group
Series 63, Series 65
Bountiful, UT
Strategic Planning Group
Series 65
Bountiful, UT
Strategic Planning Group
Series 63, Series 65
Bountiful, UT
Strategic Planning Group
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