Strategic Planning Group, LLC

EST. AUM
$910,256,041

CONTACTS
5

CLIENT ACCOUNTS
4,663

Firm Details

Metro area Salt Lake City
CRD Number 113844
Website spgutah.com
Client types

Overview

Strategic Planning Group, LLC is a Registered Investment Adviser headquartered in Bountiful, Utah, established in August 1999 and principally owned by Ryan Eugene Craner. The firm operates under a fee-based advisory model and provides investment management, financial planning, and retirement plan consulting services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and business entities throughout the United States. Advisory services include discretionary portfolio management, ERISA 3(21) and 3(38) fiduciary services for retirement plans, qualified plan consulting, variable annuity management, and comprehensive financial planning. Financial planning engagements may address estate planning, tax strategies, insurance, retirement income planning, and investment allocation. Portfolios are constructed to align with the client’s risk tolerance, time horizon, and investment objectives, and may include individual securities, mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), or model portfolios developed internally or by third-party managers. Strategic Planning Group does not maintain custody of client assets and utilizes qualified custodians Fidelity Investments and Charles Schwab & Co., Inc. As of March 14, 2025, the firm reported approximately $660,567,046 in discretionary assets under management. The firm employs a range of analytical methods, including technical and cyclical analysis, and may draw upon fundamental research from external sources. Both long-term and short-term investment strategies are implemented, and where appropriate, the firm may utilize sub-advisors to manage portions of client portfolios. In addition to portfolio management, Strategic Planning Group conducts educational seminars and workshops to inform clients on investment, retirement, and financial planning topics.

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Strategic Planning Group, LLC

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