Overview

Headquarters
Bountiful, UT
Total Firm Assets
$910 million
Average High-Net-Worth Client Portfolio Size
$1.8 million
Stated Minimum Account Size
$25,000

Fee Disclosure

Source: STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (2026-09-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.75%
$250,001 $1,000,000 1.55%
$1,000,001 and above 1.35%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $16,000 1.60%
$5 million $70,000 1.40%
$10 million $137,500 1.38%
$50 million $677,500 1.36%
$100 million $1,352,500 1.35%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
67.85%
Number of High-Net-Worth Clients
342
Total Client Accounts
4,663
Discretionary Accounts
4,663

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
113844
  • STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (2026-09-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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