AdvisorOS Directory
Claim Profile
WD

William Jeffrey Draper

STRATEGIC PLANNING GROUP, LLC·BOUNTIFUL, Utah
Unclaimed Profile
190 SOUTH MAIN STREET, BOUNTIFUL, UT 84010CRD# 4907513Firm CRD# 113844
01

About

William Jeffrey Draper is a registered financial advisor based in BOUNTIFUL, Utah, affiliated with STRATEGIC PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STRATEGIC PLANNING GROUP, LLC
STRATEGIC PLANNING GROUP
AUM
$514M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at STRATEGIC PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
Regulatory
SEC/IARD CRD# 4907513
Firm CRD# 113844
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOUNTIFUL?

Browse all registered financial advisors in BOUNTIFUL, Utah or claim this profile if it's yours.

Browse BOUNTIFUL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Jeffrey Draper offer?
William Jeffrey Draper specializes in Financial Planning, Investment Management. Contact their office in BOUNTIFUL, Utah for a consultation.
What are William Jeffrey Draper's credentials?
William Jeffrey Draper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jeffrey Draper located?
William Jeffrey Draper is based in BOUNTIFUL, Utah, working with STRATEGIC PLANNING GROUP, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.
How does William Jeffrey Draper charge for services?
William Jeffrey Draper's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of plan assets; shares in fees paid to third-party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC PLANNING GROUP, LLC?
STRATEGIC PLANNING GROUP, LLC has approximately 18 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOUNTIFUL
Ryan Eugene Craner — STRATEGIC PLANNING GROUP, LLCCarl Doane — SUMMIT GLOBAL INVESTMENTS, LLCDavid Lee Harden — SUMMIT GLOBAL INVESTMENTS, LLCJanaya Moscony — SG TRADING SOLUTIONS, LLCLauritz Crookston Christensen — SUMMIT GLOBAL INVESTMENTS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile