Strategic Planning Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Strategic Planning Group reports 1,622 clients. They include 1,240 individual clients, 342 high-net-worth individuals, and 40 pension and profit-sharing plans. Of its assets, 100.0% ($910M across 4,663 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 29% |
| High-net-worth individuals | 21% | 68% |
| Pension and profit-sharing plans | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,240 | $267M | 29.3% | $215K |
| High-net-worth individuals | 342 | $618M | 67.8% | $1.81M |
| Pension and profit-sharing plans | 40 | $26.1M | 2.9% | $653K |
| Total | 1,622 | $910M | 100% | $561K |
- Clients
- 1,240
- Regulatory AUM
- $267M
- AUM share
- 29.3%
- Avg. per client
- $215K
- Clients
- 342
- Regulatory AUM
- $618M
- AUM share
- 67.8%
- Avg. per client
- $1.81M
- Clients
- 40
- Regulatory AUM
- $26.1M
- AUM share
- 2.9%
- Avg. per client
- $653K
Total
- Clients
- 1,622
- Regulatory AUM
- $910M
- AUM share
- 100%
- Avg. per client
- $561K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Strategic Planning Group charges 1.35%–1.75% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- ERISA plan services are charged as a percentage of plan assets that will not exceed 1.5% a year and are negotiable.
- Financial planning and consulting
- Financial planning and consulting is billed at $150 an hour or a fixed fee of $1,000, negotiated in advance.
- Variable annuity management
- Variable annuity management is charged as a percentage of assets managed that will not exceed an annual fee of 1.5%.
Ryan Craner owns 75% or more of Strategic Planning Group. The leadership team of Strategic Planning Group includes Chief Compliance Officer William Draper. It has 20 employees, 8 of them in advisory roles.
Leadership
- William DraperChief Compliance Officer
Ryan CranerManaging Member
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 20 employees
- 8 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Strategic Planning Group, LLC
Ryan Craner
Control person · since August 1999
Strategic Planning Group’s regulatory assets grew 2.3× from $404M (June 2021) to $910M (September 2026); clients rose from 699 to 1,622 and employees from 9 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $910M | 1,622 | 20 | 1 |
| March 2025 | $661M | 1,296 | 19 | 1 |
| April 2024 | $514M | 1,124 | 18 | 1 |
| April 2023 | $368M | 965 | 17 | 1 |
| June 2022 | $375M | 990 | 9 | 1 |
| June 2021 | $404M | 699 | 9 | 1 |
Besides its headquarters, Strategic Planning Group has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 190 South Main Street, BountifulHQ
Contact and registration details
- Legal name
- Strategic Planning Group, LLC
- Headquarters
- 190 South Main Street, Bountiful, UT 84010
- Website
- spgutah.com
- Phone
- 801-627-2200
- SEC file
- 801-112440
- Structure
- Utah LLC
- Fiscal year end
- December
Strategic Planning Group uses Fidelity ($641M, 75%) and Charles Schwab ($217M, 25%) as custodians for its separately managed accounts. Strategic Planning Group has custody of $299M in client assets for 1,275 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $641M75%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $217M25%
At year end, Strategic Planning Group’s separately managed accounts were mostly in stocks (69%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $918M across 75 positions; the largest are First TR Exchange-traded FD (6.5%), SPDR Series Trust (6.4%) and Apple Inc. (4.4%).
What the accounts hold
- Stocks69%
- Funds16%
- Cash15%
Reported 13F holdings
- $918M
- Reported 13F value
- 75
- Positions
- 42.3%
- In the 10 largest
- +28.3%
- Value vs. prior quarter
- First TR Exchange-traded FD · Structured CR IN6.5%
- SPDR Series Trust · ST Inter BD ETF6.4%
- Apple Inc.4.4%
- Nvidia Corporation4.0%
- Microsoft Corp.3.7%
- Alphabet Inc. · Cap Stk CL C3.7%
- Amazon Com Inc.3.6%
- Broadcom Inc.3.4%
- Eli Lilly & CO3.3%
- Comfort Sys USA Inc.3.2%
Together, the ten largest are 42.3% of reported value.
How many clients does Strategic Planning Group have?
Strategic Planning Group has 1,622 clients and manages $910 million for them, as of September 2026. They include 1,240 individual clients, 342 high-net-worth individuals, and 40 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Strategic Planning Group offer?
Strategic Planning Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Planning Group charge?
Strategic Planning Group charges 1.35%–1.75% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: STRATEGIC PLANNING GROUP ADV PART 2A AND 2B, filed 16 October 2026
Which custodians does Strategic Planning Group use?
Strategic Planning Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $641M and Charles Schwab & Co., Inc. (Westlake, TX), with $217M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Strategic Planning Group have?
Strategic Planning Group has 4 investment adviser representatives registered with state securities authorities, out of 20 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Planning Group invest in?
At the end of its last fiscal year, Strategic Planning Group’s separately managed accounts held 69% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs) and 15% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Planning Group?
Strategic Planning Group’s direct owner is Ryan Craner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Strategic Planning Group get paid?
Strategic Planning Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Strategic Planning Group registered with the SEC?
Yes, Strategic Planning Group has been registered with the SEC as an investment adviser since 22 February 2018. Its CRD number is 113844 and its SEC file number is 801-112440.
Source: Form ADV Part 1A, Item 1, filed 24 September 2026; IAPD firm record
How do I contact Strategic Planning Group?
Strategic Planning Group’s main office is at 190 South Main Street, Bountiful, UT 84010. Its phone number is 801-627-2200. Its website is spgutah.com.