Strategic Planning, Inc.
Strategic Planning, Inc. (SPI) is a federally registered investment adviser based in Bountiful, Utah. Owned by Stanley R. Edgell, the firm provides investment advisory services to individuals and businesses, using financial planning and wealth-building software models to create tailored lifetime and legacy strategies. SPI focuses on helping clients increase wealth, reduce taxes, and protect assets. The firm works with a diverse client base regardless of income level or demographic and emphasizes client education over prescriptive advice. SPI was founded in 1996 and employs approximately 19 staff as of 2025.
Investment Strategy
Strategic Planning, Inc. employs a holistic financial planning approach that integrates financial modeling, wealth-building software, and ongoing analysis tailored to both individuals and businesses. The firm's strategy emphasizes increasing wealth, reducing taxes, and protecting against risk through diversified asset allocation and client-specific planning models. SPI works closely with clients to educate and guide decision-making, striving to create strategies that are measurable, adaptable, and focused on achieving both lifetime and legacy financial goals. The firm does not provide legal or tax advice but collaborates with outside professionals as needed.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.07% | $20.9M | 81,887 | $222.20 | $254.63 | +$4.1M |
N NVDA | NVIDIA CORP | 9.34% | $16.1M | 86,496 | $108.76 | $186.58 | +$2.5M |
A AMZN | AMAZON.COM INC | 8.06% | $13.9M | 63,423 | $190.26 | $219.57 | -$212 |
D DOW | DOW INC | 6.79% | $11.7M | 511,497 | $28.54 | $22.93 | +$5.4M |
C CVS | CVS HEALTH CORP | 6.30% | $10.9M | 144,447 | $67.82 | $75.39 | +$1.0M |