PLAN GROUP FINANCIAL, INC.

101 N.E. 82nd Street
Suite 200
Oklahoma City, Oklahoma 73114
Tel: 405-848-1099

About PLAN GROUP FINANCIAL, INC.

PLAN GROUP FINANCIAL, INC, formally registered with the SEC as PLAN GROUP FINANCIAL, INC. The firm was established in 04/30/2020. They have over 9 offices throughout the country.

PLAN GROUP FINANCIAL, INC. is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $346,931,792 assets under management, offering retirement planning & investment advisory services to 2568 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116508
SEC#	801-118599
Assets Managed by Firm	$346,931,792
No. of Clients	2568
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2568	$346,931,792
Individuals (other than high net worth individuals)	1395	$232,662,774
High net worth individuals	49	$114,269,018

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