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 formed as an LLC and SEC-registered in 2018. The firm is owner-operated and describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. 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
Ryan Craner
President, Chief Executive OfficerCRD 1752377
William Draper
Chief Compliance OfficerCRD 4907513
Contacts
3 of 6
Thomas Craner
Wealth Management AdvisorCRD 6488075
Ethan Call
Portfolio AnalystCRD 7323814
Jordan Bailey
Client ServicesCRD 6346991
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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