Strategic Planning Group

Tel: 801-627-2200

190 South Main Street
Bountiful, Utah 84010

General Information

Services:		Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Educational seminars/workshops
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:		113844
SEC#:		801-112440
No. of Clients:		2224

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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.