Ryan Craner
Ryan Craner is a registered investment advisor at Strategic Planning Group, based in Bountiful, UT, with 37 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,416 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.55% |
| $1M+ | 1.35% |
Annual fee is negotiable; accounts within the same household may be combined for a reduced fee. Where SMA managers are used the total combined fee will not exceed 2.5%.
Fee Estimator
Location
190 South Main Street, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Ryan is president of Capital Concepts Inc., a payroll company for his RIA, dedicating about 10-20% of his time. He is also an independent insurance agent selling life and long-term care products since 1985, and spends a few hours per week on this activity.
Employment History
Current Registrations
Strategic Planning Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Girard Securities, INC.
Girard Securities, INC.Broker
Securities America, INC.Broker
First Western AdvisorsBroker
American Funds & Trusts IncorporatedBroker
Washington National Equity CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.