STRATEGIC PLANNING GROUP
Bountiful, Utah
5.0
175 Reviews
Strategic Planning Group, a local investment advisory firm based out of Bountiful, UT, is dedicated to providing exceptional financial guidance to individuals and businesses alike. With its main office in Bountiful, the firm boasts a team of nine talented professionals, five of whom specialize in delivering top-notch investment advisory services. With an average of $73,700,000 in assets under management per investment advisor, Strategic Planning Group maintains a solid standing in the industry, aligning with the industry average. Their compensation structure is flexible and offers various options, including a percentage of assets...
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Assets Under Mgmt

$368.49M

Investment Professionals

5

Locations

0

% 401K & Individual

61%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
Disclosures
Do any of the events below involve you or any of your supervised persons?
Charged with a felony (10 yrs)
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