Plan Group Financial, Inc.

Plan Group Financial, Inc., established in 1996, is an investment advisory firm based in Oklahoma City, OK. The firm offers Investment Management and Financial Consultation services tailored to individual client goals, risk tolerance, and time horizons. Clients may impose restrictions on investments, but typically grant discretionary authority to manage their accounts. The firm manages over $538 million in discretionary assets and provides retirement plan consulting services. Fees are based on a percentage of assets under management, with negotiable rates. Plan Group may utilize third-party managers and charges additional fees for services like fee-based financial plans. The firm does not accept performance-based fees and primarily works with individuals, trusts, and businesses with no minimum account size. Investment strategies include model portfolios, fundamental and technical analysis, and may involve non-traded securities or separately managed accounts. Plan Group does not vote proxies and does not have any financial conditions that could impact client commitments. The firm discloses potential conflicts of interest related to insurance product sales and compensation received from third parties. Clients receive quarterly evaluation reports and annual account review meetings.