RIA Intel›Advisers›Utah›STRATEGIC PLANNING GROUP, LLC

STRATEGIC PLANNING GROUP, LLC

Advisory

N·BOUNTIFUL, UT

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$910M
1-Year AUM Growth
+19.0%
3-Year CAGR
+4.5%
Employees
5
Assets Under Management
Total AUM$910M
Discretionary AUM$910M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,416
Team
Total Employees5
Investment Advisers20
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingSep 30, 2015
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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