Strategic Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Strategic Planning Group intends to be compensated for financial planning and consulting services by charging fees on either an hourly basis of $150 or a fixed fee basis of $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Strategic Planning Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Strategic Planning Group’s annual fee is negotiable; accounts within the same household may be combined for a reduced fee.”
• “Clients may terminate their Asset Management Agreement within five (5) business days of signing without penalty and with a full refund.”
• “The Client is entitled to a pro rata refund based on the days service was not provided in the final month.”

How Strategic Planning Group’s fees compare

• Its flat or project fee of $1,000 is below the Utah median of $2,050. 22% of the 63 other Utah planners that publish a flat or project fee charge less.

About Strategic Planning Group

• Principal: Ryan Craner
• Firm size: 20 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

1,582

Employees

20

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$910,256,041

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

113844

Website

spgutah.com (opens in new tab)

Phone

(801) 627-2200

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Idaho, Louisiana, Montana, Nebraska, Nevada, Tennessee, Texas, Utah, Washington, Wyoming

Other planners in Utah that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Andina AdvisorsLogan$500/hr, $500

Compare all 181 planners in Utah