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STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP, LLC
CRD 113844 · SEC 801-112440
190 SOUTH MAIN STREET, BOUNTIFUL, UT, 84010, United States
Phone
801-627-2200
Fax
801-627-2205
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$910.3M
Discretionary AUM
$910.3M
Team
20 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1240 | $266.6M |
| High net worth individuals | 342 | $617.6M |
| Pension/profit sharing plans | 40 | $26.1M |
States served
AZ, CA, CO, ID, LA, MT, NE, NV, TN, UT, WY, WA, TX, FL
All web addresses on file
- HTTP://WWW.SPGUTAH.COM
- https://www.instagram.com/strategicplanninggroup
- https://www.tiktok.com/@strategicplanninggroup
- https://twitter.com/SPG_Utah
- https://www.facebook.com/StrategicPlanningUT
- https://www.linkedin.com/company/spgutah
- https://www.threads.net/@strategicplanninggroup
- https://www.youtube.com/@StrategicPlanningGroup
Official SEC filing: View on IAPD