Strategic Planning Group

Strategic Planning Group (CRD# 113844) is a financial advisory firm headquartered in Bountiful, UT. They manage $181,120,474 in 1,136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    1,136
    ACCOUNTS
  • Average Account Value
    $159,437
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Strategic Planning Group
Showing 1 - 3 of 3 top financial advisors.
1
John M. Park
CRD#: 6166417
190 South Main Street, Bountiful, UT 84010
90
Wealthminder
score

John Park (CRD# 6166417) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 4 years of experience in the finance industry.

2
Matthew S. Neve
CRD#: 6905370
190 South Main Street, Bountiful, UT 84010
87
Wealthminder
score

Matthew Neve (CRD# 6905370) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has 1 year of experience in the finance industry.

3
Ryan E. Craner
CRD#: 1752377
190 South Main Street, Bountiful, UT 84010
83
Wealthminder
score

Ryan Craner (CRD# 1752377) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 30 years of experience in the finance industry.

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