STRATEGIC PLANNING GROUP

RIASEC RegisteredEst. 2018
Total AUM
$910M
Discretionary
$910M
100% of AUM
Avg account
$195K
Accounts
4,663
Employees
20
Advisory reps
8

Firm details

Headquarters
BOUNTIFUL, Utah
CRD number
113844
Registered since
February 22, 2018
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI67.85%
  • Individuals29.28%
  • Pension & Profit Sharing Plans2.87%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Planning Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. The firm charges clients via a mix of percentage-of-AUM fees, hourly fees, fixed fees and other arrangements. Strategic Planning Group does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 15%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents15%

Owners & executives

2 of 2
  • RYAN CRANER

    President, Chief Executive OfficerCRD 1752377

  • WILLIAM DRAPER

    Chief Compliance OfficerCRD 4907513

Contacts

3 of 6
  • THOMAS CRANER

    Wealth Management AdvisorCRD 6488075

  • ETHAN CALL

    Portfolio AnalystCRD 7323814

  • JORDAN BAILEY

    Client ServicesCRD 6346991

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 18

Active vs passive

$200M in ETFs

Passive

50%

$101M

Active

50%

$99.4M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF (SCIO)First TrustActiveMultisector Bond$49.3M2,388,64524.60%

Location

Primary office

BOUNTIFUL, UT

DAVIS

Location

BOUNTIFUL, UT

Headquartered in BOUNTIFUL, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
DAVIS
Address
190 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth