Overview
Assets Under Management: $541 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Frequently Asked Questions
PLAN GROUP FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116508), PLAN GROUP FINANCIAL, INC. is subject to fiduciary duty under federal law.
PLAN GROUP FINANCIAL, INC. is headquartered in OKLAHOMA CITY, OK.
PLAN GROUP FINANCIAL, INC. serves 116 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, PLAN GROUP FINANCIAL, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PLAN GROUP FINANCIAL, INC. manages $541 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, PLAN GROUP FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,693
Discretionary Accounts: 2,674
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 116508
Filing ID: 1971168
Last Filing Date: 2025-03-28 09:33:00
Website: https://kbc.team