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STRATEGIC PLANNING GROUP

BOUNTIFUL, UT · CRD 113844 · IAPD ↗ · spgutah.com · 801-627-2200

$910.3MRegulatory AUM
8Advisory reps
20Employees
0Clients
0Planning clients
0Private funds
14States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
October 2026 — STRATEGIC PLANNING GROUP grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — STRATEGIC PLANNING GROUP reported RAUM up 29% ($513.8M -> $660.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2025 — STRATEGIC PLANNING GROUP notice-filed in FL, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — STRATEGIC PLANNING GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — STRATEGIC PLANNING GROUP crossed $500M in regulatory AUM ($431.8M -> $513.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.