Strategic Planning Group

Overview

Strategic Planning Group is an SEC registered investment adviser based in Bountiful, UT, registered since 2018. It reports $91M in assets under management across 4,663 accounts, with 20 employees. It has 8 investment adviser representatives.

Reported AUM

$91M

Discretionary

100%

Accounts

4,663

Average account

$195K

Employees

20

Advisory reps

8

Registered since

2018

Jurisdictions

14

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Ryan Eugene Craner Managing Member CRD 1752377
• William Jeffrey Draper Chief Compliance Officer CRD 4907513

Advisory reps 3 of 8

• Jordan C Bailey Investment Adviser Rep CRD 6346991
• Ethan Lathair Call Insurance Agent · Investment Adviser Rep CRD 7323814
• Alexander Gordon Craner Insurance Agent · Investment Adviser Rep CRD 7370986

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

190 S Main St
Bountiful, UT 84010

County

Davis

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: spgutah.com

Every state, with registration dates

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