Plan Group Financial, INC.
Oklahoma City, OK·SEC-registered · CRD #116508
Plan Group Financial, INC. is an SEC-registered investment advisory firm in Oklahoma City, OK managing $690M across 3.2k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$690M
Client accounts
3.2k
Advisory staff
17
Fee model
Fee-based
How Plan Group Financial, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Plan Group Financial, INC.
How much does Plan Group Financial, INC. manage?
Per its most recent SEC Form ADV filing (04/06/2026), Plan Group Financial, INC. reports $690M in regulatory assets under management across roughly 3.2k client accounts.
How does Plan Group Financial, INC. charge?
Plan Group Financial, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Plan Group Financial, INC. a fiduciary?
Yes. Plan Group Financial, INC. is registered with the U.S. Securities and Exchange Commission (CRD #116508), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Plan Group Financial, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Plan Group Financial, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Oklahoma City, OK
Profile compiled from Plan Group Financial, INC.'s public SEC Form ADV filing (CRD #116508, filed 04/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Plan Group Financial, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Plan Group Financial, INC.? Claim this profile.