Strategic Planning Group

RIASEC Registered

Total AUM

$910M

Discretionary

$910M

100% of AUM

Avg account

$195K

Accounts

4,663

Employees

Advisory reps

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

FINTRX

Overview

Strategic Planning Group is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registration effective 2018) and offers fee arrangements that include a percentage of AUM, hourly billing, fixed fees and other fee structures. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services and educational seminars/workshops. The firm does not identify as an active ESG investor.