Strategic Planning Group
Bountiful, UT·SEC-registered · CRD #113844
Strategic Planning Group is an SEC-registered investment advisory firm in Bountiful, UT managing $910M across 4.7k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$910M
Client accounts
4.7k
Advisory staff
5
Fee model
Fee-based
How Strategic Planning Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Strategic Planning Group
How much does Strategic Planning Group manage?
Per its most recent SEC Form ADV filing (03/24/2026), Strategic Planning Group reports $910M in regulatory assets under management across roughly 4.7k client accounts.
How does Strategic Planning Group charge?
Strategic Planning Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategic Planning Group a fiduciary?
Yes. Strategic Planning Group is registered with the U.S. Securities and Exchange Commission (CRD #113844), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategic Planning Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategic Planning Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Strategic Planning Group's public SEC Form ADV filing (CRD #113844, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategic Planning Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategic Planning Group? Claim this profile.