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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-1999
- Office Locations
- 1
Office Locations
About Strategic Planning Group
Strategic Planning Group is a fiduciary advisory firm based in Bountiful, Utah, serving individuals and families across the Wasatch Front and beyond who are building toward or nearing retirement. The firm delivers retirement planning, Social Security and pension analysis, 401(k)/IRA rollover and allocation guidance, and ongoing wealth and investment management with customized asset allocation, often using ETFs and mutual funds. A distinctive element is its written “Perfect Calendar” and Strategic Retirement Score assessment.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN EUGENE CRANER
Chief Executive Officer, Managing Member, President
- CRD
- #1752377
- Ownership
- 75% or more
WILLIAM JEFFREY DRAPER
Advisor, Chief Compliance Officer
- CRD
- #4907513
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JORDAN C BAILEY
Wealth Management Advisor
- CRD
- #6346991
ETHAN LATHAIR CALL
Trading & Portfolio Specialist
- CRD
- #7323814
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $910,256,041 | $195,208 |
| Non-Discretionary | $0 | -- |
| Total | $910,256,041 | $195,208 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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