John Park
John Park is a registered investment advisor at Strategic Planning Group, based in Bountiful, UT, with 12 years of industry experience. John 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a sole proprietor working as an insurance agent since 2014. He also uses JP Financial LLC to receive income and pay payroll, dedicating about 10-20% of his time, and resells goods online for a few hours per week.
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
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.