Strategic Planning Group
Firm details
- Headquarters
- Bountiful, Utah
- CRD number
- 113844
- Registered since
- February 22, 2018
- Website
- www.spgutah.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI67.85%
- Individuals29.28%
- Pension & Profit Sharing Plans2.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Planning Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Its fee model is flexible, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents15%
Owners & executives
2 of 2
William Draper
Chief Compliance OfficerCRD 4907513
Ryan Craner
President / CEOCRD 1752377
Contacts
3 of 6
John Park
Wealth Management AdvisorCRD 6166417
Jordan Bailey
Client ServicesCRD 6346991
Thomas Craner
Wealth Management AdvisorCRD 6488075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$242M in ETFs
51%
$123M
49%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF (SCIO) | First Trust | Active | Multisector Bond | $59.3M | 2,869,793 | 24.50% |
Location
Bountiful, UT
Davis
Location
Bountiful, UT
Headquartered in Bountiful, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Davis
- Address
- 190 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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