William
Draper
Strategic Planning Group
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About this Advisor
William Draper is a financial advisor based in Bountiful, Utah, working with Strategic Planning Group. William has previously held positions at Arbor Investment Management, Raymond James, Integrated Wealth Strategies, Martin Worley Group, Strategic Planning Group, Foresight Wealth Management, and Utah Retirement Systems. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Texas, and Utah. Currently, William is part of Strategic Planning Group, which operates out of Bountiful, Utah. The firm has 18 employees and manages assets totaling $513.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Strategic Planning Group includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Planning Group Brokerage Details
$513,845,387
18
3,070
$167,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Draper Work History
Strategic Planning Group
Foresight Wealth Management
Martin Worley Group
Utah Retirement Systems
Raymond James
Integrated Wealth Strategies
Arbor Investment Management
Disclosures
Please visit the SEC profile of William Draper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Planning Group
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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