Strategic Planning Group wins Diamond Advisory Award

Strategic Planning Group, a Bountiful, Utah, fee-based fiduciary firm, received the Diamond Advisory Award from the Consumer Ratings Institute after earning a 5.0-star rating across 278 client reviews. The recognition highlights client satisfaction with the firm’s retirement planning and wealth management work.

Why it matters: - The award signals strong client trust in a retirement-focused advisory firm where confidence and clarity can shape major financial decisions. - The recognition also adds third-party validation for a firm serving clients in Utah and nationwide.

What happened: - Strategic Planning Group received the Diamond Advisory Award from the Consumer Ratings Institute on October 6, 2026. - The Bountiful, Utah, firm was recognized in the Financial Advisors category. - The award followed a perfect 5.0-star rating across 278 client reviews.

The details: - Strategic Planning Group is a fee-based fiduciary advisory team focused on retirement planning and wealth management. - The firm says it draws on more than 40 years of financial planning experience. - Its planning framework centers on the A.I.M. Process and the Perfect Calendar™ approach to written planning and resource coordination. - Services include retirement income strategy for Social Security, pensions and asset allocation. - The firm also provides 401(k) and IRA analysis, rollover guidance, and ongoing wealth and investment management. - Clients can use the Strategic Retirement Score (SRS)® assessment and the Second Opinion Service (SOS)®, which reviews an existing financial plan. - Strategic Planning Group says it builds long-term relationships rather than one-off transactions. - The firm monitors and adjusts client plans as life and goals change. - Strategic Planning Group serves clients throughout Utah and across all 50 states from its Bountiful office. - Its client base ranges from early-career investors to retirees.

Between the lines: - The award joins a broader set of local and regional honors that can reinforce credibility in a crowded advisory market. - Strategic Planning Group was named Best of Northern Utah in 2025 and 2026 and Best of SLC in 2024, 2025 and 2026. - The firm has also been featured in Utah Business, Money Magazine, Fortune, KSL and KUTV. - The 278 five-star reviews suggest that client experience is a central part of the firm’s positioning.

What's next: - Strategic Planning Group is likely to continue using client reviews, awards and media mentions to support its brand as a retirement planning and wealth management firm. - The firm’s ongoing monitoring approach suggests client plans will continue to be updated as circumstances change.

The bottom line: - Strategic Planning Group’s latest award underscores a simple message: in financial advice, consistent client satisfaction can become a competitive advantage.