PLAN GROUP FINANCIAL, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $690.3M |
| Discretionary | $682.7M99% of AUM |
| Non-Discretionary | $7.6M |
| Client Accounts | 3,102 |
| Avg Account Size | $223K |
| Employees | 29 |
| Peak AUM | $690.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $690M | +27.5% | +41.8% | +29.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $690.3M |
| Discretionary | $682.7M |
| Employees | 29 |
| Client Accounts | 3102 |
| Client Range | 26-50 |
Contact & Location
Address
101 N.E. 82ND STREET
OKLAHOMA CITY OK 73114
Phone
405-848-1099
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$683M
98.9% of AUM
Non-Discretionary
$8M
1.1% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported