STRATEGIC PLANNING GROUP, LLC

STRATEGIC PLANNING GROUP
BOUNTIFUL, Utah·2 registered advisors·CRD# 113844
SEC# 801-1124400801-627-2200
01

Firm Overview

AUM
$514M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGIC PLANNING GROUP, LLC

2 registered advisors
Ryan Eugene Craner
BOUNTIFUL, Utah
William Jeffrey Draper
BOUNTIFUL, Utah
05

Office Locations

BOUNTIFUL, Utah
2 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC PLANNING GROUP, LLC (CRD# 113844) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.