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STRATEGIC PLANNING GROUP
Legal name: STRATEGIC PLANNING GROUP, LLC
CRD 113844File 801-112440
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$910.3M
Above cohort median (national)
Discretionary AUM
$910.3M
Clients
1,622
4,663 accounts
Employees
20
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 22, 2018
- Principal office
- 190 SOUTH MAIN STREET, BOUNTIFUL, UT, 84010
- Phone
- 801-627-2200
- Website
- HTTP://WWW.SPGUTAH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $910.3M
- Discretionary AUM
- $910.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,663
- Non-discretionary accounts
- 0
- Total accounts
- 4,663
- AUM per client
- $561K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 342 | $617.6M |
| Pension and profit sharing plans | 40 | $26.1M |
| Individuals (other than high net worth individuals) | 1,240 | $266.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.