Investment adviser · CRD 113844
STRATEGIC PLANNING GROUP
Investment adviser filing (IA)
STRATEGIC PLANNING GROUP, LLC
BOUNTIFUL, UT, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $910M Form ADV · Item 5.F
- Client accounts
- 4,663 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 342 | $617,578,797 | 67.8% |
| Individuals | 1,240 | $266,566,571 | 29.3% |
| Retirement plans | 40 | $26,110,673 | 2.9% |
Filing source
Form ADV 2129220 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
190 SOUTH MAIN STREETBOUNTIFUL, UT, 84010, United States
CRD 113844
Filing source
Form ADV 2129220 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.