{
  "crd_number": 113844,
  "slug": "strategic-planning-group-bountiful-ut-113844",
  "primary_business_name": "STRATEGIC PLANNING GROUP",
  "legal_name": "STRATEGIC PLANNING GROUP, LLC",
  "dbas": [],
  "city": "Bountiful",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "36260",
  "metro": {
    "cbsa_code": "36260",
    "common_name": "Ogden",
    "msa_name": "Ogden, UT",
    "path": "/advisors/ut/ogden"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-22",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 910256041.0,
  "raum_discretionary": 910256041.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 266566571.0,
      "count": 1240
    },
    "pension_profit_sharing": {
      "raum": 26110673.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 617578797.0,
      "count": 342
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "LA",
    "MT",
    "NE",
    "NV",
    "TN",
    "TX",
    "UT",
    "WA",
    "WY"
  ],
  "websites": [
    "https://cranercapital.com",
    "https://facebook.com/StrategicPlanningUT",
    "https://facebook.com/people/Tom-Craner/61593935400630",
    "https://facebook.com/tom.craner",
    "https://instagram.com/craner_capital",
    "https://instagram.com/strategicplanninggroup",
    "https://instagram.com/tomcraner20",
    "https://linkedin.com/company/craner-capital",
    "https://linkedin.com/company/spgutah",
    "https://linkedin.com/in/thomas-craner-233083432",
    "https://spgutah.com",
    "https://threads.net/@strategicplanninggroup",
    "https://tiktok.com/@craner.capital",
    "https://tiktok.com/@strategicplanninggroup",
    "https://tiktok.com/@tomcraner20",
    "https://twitter.com/SPG_Utah",
    "https://youtube.com/@StrategicPlanningGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113844",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "BOUNTIFUL",
  "url": "https://advisorcensus.com/firm/strategic-planning-group-bountiful-ut-113844",
  "display_name": "Strategic Planning Group",
  "summary": "Strategic Planning Group is an SEC-registered investment advisory firm in Bountiful, UT, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Strategic Planning Group (CRD 113844): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Planning Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Planning Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Strategic Planning Group located?",
      "a": "Strategic Planning Group's principal office is in Bountiful, UT, according to its Form ADV."
    },
    {
      "q": "Is Strategic Planning Group registered with the SEC or a state?",
      "a": "Strategic Planning Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 113844."
    },
    {
      "q": "How much does Strategic Planning Group manage?",
      "a": "Strategic Planning Group reports $910,256,041 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Strategic Planning Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategic Planning Group: Regulatory assets under management: $404,261,473 in the October 2021 data and $910,256,041 in the October 2026 data, up 125%. Total employees: 9 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategic Planning Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,240); high net worth individuals (342); pension and profit sharing plans (but not the plan participants or government pension plans) (40)."
    },
    {
      "q": "Which custodians does Strategic Planning Group use?",
      "a": "Strategic Planning Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Strategic Planning Group report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113844"
    },
    {
      "q": "What changed in Strategic Planning Group's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 5 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 404261473.0,
      "total_employees": 9,
      "filing_date": "2021-08-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 374971917.0,
      "total_employees": 9,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 431829798.0,
      "total_employees": 17,
      "filing_date": "2023-08-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 513845387.0,
      "total_employees": 18,
      "filing_date": "2024-08-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 660567046.0,
      "total_employees": 19,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 910256041.0,
      "total_employees": 20,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 8."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $813,369,866 to $910,256,041 (+12%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $660,567,046 to $813,369,866 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/strategic-planning-group-bountiful-ut-113844.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1240,
      "fewer_than_5": false,
      "raum": 266566571.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 342,
      "fewer_than_5": false,
      "raum": 617578797.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 26110673.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113844",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}