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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 Sep 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 1,416 | 1,622 | increased by206 |
| Apr 1, 2026 | AUM | $813,369,866 | $910,256,041 | increased by$96,886,175 |
| Apr 1, 2026 | Accounts | 3,999 | 4,663 | increased by664 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,296 | 1,416 | increased by120 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $660,567,046 | $813,369,866 | increased by$152,802,820 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3,673 | 3,999 | increased by326 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 19 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 990 | 1,296 | increased by306 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $374,971,917 | $660,567,046 | increased by$285,595,129 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,695 | 3,673 | increased by978 |
| Jul 1, 2022 | Custody | No | Yes | |
| Jul 1, 2022 | Clients | 795 | 990 | increased by195 |
| Jul 1, 2022 | AUM | $454,036,134 | $374,971,917 | decreased by$79,064,217 |
| Jul 1, 2022 | Accounts | 2,224 | 2,695 | increased by471 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC PLANNING” may also match similarly-named firms). Confirm identity against each filing.
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.