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STRATEGIC PLANNING GROUP

Financial Advisor serving Bountiful, Utah · 1 of 3 financial advisors in the area

📍 190 SOUTH MAIN STREET, BOUNTIFUL, UT 84010
📞 (801) 627-••••
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📍 190 SOUTH MAIN STREET, BOUNTIFUL, UT 84010

About STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP is a financial advisor located in Bountiful, Utah. As a local financial advisor, they serve Bountiful and surrounding communities in Utah. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Bountiful should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Utah securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Bountiful

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Bountiful may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Bountiful

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Bountiful?
Financial Advisors in Bountiful typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Bountiful?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Bountiful to choose from.
Does STRATEGIC PLANNING GROUP offer free quotes?
Contact STRATEGIC PLANNING GROUP directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Bountiful

SUMMIT GLOBAL INVESTMENTS, LLC

620 SOUTH MAIN STREET, BOUNTIFUL, UT 84010

SG TRADING SOLUTIONS, LLC

620 S MAIN STREET

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