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Ryan Craner

Strategic Planning Group
38 Years of Experience
Bountiful, UT
1 DisclosureSells Insurance
View SEC Summary
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Ryan Craner is a registered investment advisor at Strategic Planning Group, based in Bountiful, UT, with 38 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,622 clients with $910M in assets under management.

Strategic Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,622 clients
Average Client Portfolio
$561K average
Assets Under Management
$910.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $1.0M1.55%
$1M+1.35%

Fees are negotiable and accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

190 South Main Street, Bountiful, UT, 84010

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
August 1999 - Present · 27 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2017 - January 2022 · 4 yrs 2 mos
Cambridge Investment Research Advisors, INC.
October 2015 - December 2017 · 2 yrs 2 mos
Cambridge Investment Research Advisors, INC.
June 2014 - December 2017 · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
May 2014 - November 2017 · 3 yrs 6 mos
Girard Securities, INC.
November 2013 - June 2014 · 7 mos
Girard Securities, INC.Broker
June 2011 - May 2014 · 2 yrs 11 mos
Securities America, INC.Broker
July 1998 - June 2011 · 12 yrs 11 mos
First Western AdvisorsBroker
April 1994 - July 1998 · 4 yrs 3 mos
American Funds & Trusts IncorporatedBroker
February 1990 - April 1994 · 4 yrs 2 mos
Washington National Equity CompanyBroker
February 1988 - December 1989 · 1 yr 10 mos
State Registrations2 states
TXUT
Advisor

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.

Exams
No exam information available for this advisor.
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