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Jordan Bailey

Strategic Planning Group
12 Years of Experience
Bountiful, UT
1 Disclosure
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Jordan Bailey is a registered investment advisor at Strategic Planning Group, based in Bountiful, UT, with 12 years of industry experience. Jordan 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
November 2021
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Planning Group
April 2026 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - February 2026 · 11 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
August 2015 - July 2018 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
July 2014 - February 2026 · 11 yrs 7 mos
State Registrations2 states
TXUT
Advisor

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Exams
No exam information available for this advisor.
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