STRATEGIC PLANNING GROUP

190 South Main Street
Bountiful, Utah 84010
Tel: 801-627-2200

About STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP, formally registered with the SEC as STRATEGIC PLANNING GROUP. The firm was established in 02/22/2018. They have over 1 offices throughout the country.

STRATEGIC PLANNING GROUP is a Bountiful, Utah based Financial Planning firm with nearly $513,845,387 assets under management, offering retirement planning & investment advisory services to 3070 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113844
SEC#	801-112440
Assets Managed by Firm	$513,845,387
No. of Clients	3070
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3070	$513,845,387
Individuals (other than high net worth individuals)	928	$217,216,232
High net worth individuals	174	$285,645,040
Pension and profit sharing plans	22	$10,984,115

More Retirement Planning firms in Bountiful, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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