Wealth Manager
    SEC Registered
    Manages Private Funds

    Strategic Planning Group

    Registered investment advisor · Bountiful, Utah · CRD #113844

    Assets Under Management
    $910M
    Client Accounts
    4,663
    Employees
    20
    CRD Number
    113844
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Strategic Planning Group

    Strategic Planning Group, Inc. offers investment advisory services, including financial planning, investment supervision, and pension consulting, primarily serving clients in the United States. The firm also provides wealth management, retirement planning, and tax reduction advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Strategic Planning Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Strategic Planning Group's AUM?

    Strategic Planning Group reports approximately $910M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Strategic Planning Group headquartered?

    Strategic Planning Group is headquartered in Bountiful, Utah.

    What is Strategic Planning Group's CRD number?

    Strategic Planning Group's CRD number is 113844. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Strategic Planning Group manage?

    Strategic Planning Group manages approximately 4,663 client accounts according to its latest SEC filing.

    Is Strategic Planning Group SEC registered?

    Yes, Strategic Planning Group is registered with the SEC as an investment adviser with an approved registration status.

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