Wealth Manager
    SEC Registered
    Manages Private Funds

    Plan Group Financial, Inc.

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #116508

    Assets Under Management
    $690M
    Client Accounts
    3,102
    Employees
    29
    CRD Number
    116508
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Plan Group Financial, Inc.

    Plan Group Financial, Inc., established in 1996, offers investment management and financial consultation services in Oklahoma City. The firm focuses on personalized strategies for individual clients and emphasizes transparent fee structures. It employs 11-50 staff and has 28 LinkedIn members.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Plan Group Financial, Inc.'s AUM?

    Plan Group Financial, Inc. reports approximately $690M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Plan Group Financial, Inc. headquartered?

    Plan Group Financial, Inc. is headquartered in Oklahoma City, Oklahoma.

    What is Plan Group Financial, Inc.'s CRD number?

    Plan Group Financial, Inc.'s CRD number is 116508. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Plan Group Financial, Inc. manage?

    Plan Group Financial, Inc. manages approximately 3,102 client accounts according to its latest SEC filing.

    Is Plan Group Financial, Inc. SEC registered?

    Yes, Plan Group Financial, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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