Strategic Planning Group
Strategic Planning Group (CRD# 113844) is a financial advisory firm headquartered in Bountiful, UT. They manage $513,845,387 in 3,070 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management514MILLION
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Total Number of Accounts3,070ACCOUNTS
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Average Account Value$167,376
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, LA, NE, NV, TN, TX, UT, WA, WY
Ryan Craner (CRD# 1752377) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 36 years of experience in the finance industry.
William Draper (CRD# 4907513) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 19 years of experience in the finance industry.
John Park (CRD# 6166417) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 10 years of experience in the finance industry.
Alexander Craner (CRD# 7370986) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 3 years of experience in the finance industry.
Thomas Craner (CRD# 6488075) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 8 years of experience in the finance industry.