Strategic Planning Group

Strategic Planning Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bountiful, Utah. On its latest Form ADV, filed October 16, 2026, it reports $910M in regulatory assets under management, 1,582 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	113844 · SEC file 801-112440
Office	190 South Main Street Bountiful, UT 84010
Phone	(801) 627-2200
Website	cranercapital.com
Regulatory assets under management	$910M
Individual clients	1,240 non-high-net-worth, 342 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars
Employees	20
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	October 16, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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