Plan Group Financial provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Plan Group Financial reports 1,221 clients. They include 1,072 individual clients and 149 high-net-worth individuals. Of its assets, 98.9% ($683M across 3,045 accounts) are managed with discretion; $7.56M across 57 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 31% |
| High-net-worth individuals | 12% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,072 | $211M | 30.6% | $197K |
| High-net-worth individuals | 149 | $479M | 69.4% | $3.22M |
| Total | 1,221 | $690M | 100% | $565K |
- Clients
- 1,072
- Regulatory AUM
- $211M
- AUM share
- 30.6%
- Avg. per client
- $197K
- Clients
- 149
- Regulatory AUM
- $479M
- AUM share
- 69.4%
- Avg. per client
- $3.22M
Total
- Clients
- 1,221
- Regulatory AUM
- $690M
- AUM share
- 100%
- Avg. per client
- $565K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Plan Group Financial charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Fee-Based Financial Plans
- Fee-based financial planning is negotiable and based on scope and time; a deposit of 50% of the agreed fee is paid at the start, with the balance due on delivery.
Douglas Claycomb owns 75% or more of Plan Group Financial. The leadership team of Plan Group Financial includes President Douglas Claycomb and Chief Compliance Officer Brett Pohl. It has 29 employees, 17 of them in advisory roles.
Leadership
- Douglas ClaycombPresident
- Brett PohlChief Compliance Officer
- Cody WheelerDirector of Operations
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Shawn Gerald Hanquist
Staff
- 29 employees
- 17 in advisory functions
- 17 state-registered reps
- 7 broker-dealer reps
- 8 insurance agents
- Owns 75% or more of Plan Group Financial, Inc.
Douglas Claycomb
Control person · since March 2017
Plan Group Financial’s regulatory assets grew 3.7× from $185M (March 2021) to $690M (October 2026); clients rose from 801 to 1,221 and employees from 19 to 29.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $690M | 1,221 | 29 | 9 |
| March 2025 | $541M | 1,175 | 27 | 9 |
| July 2024 | $347M | 1,444 | 24 | 9 |
| June 2023 | $242M | 1,481 | 17 | 6 |
| March 2022 | $244M | 1,369 | 17 | 2 |
| March 2021 | $185M | 801 | 19 | 1 |
Besides its headquarters, Plan Group Financial has 8 offices, with 9 listed addresses across 5 states.
Arkansas · 3 listed addresses
- 4201 Jenny Lind, Fort Smith
- 2595 E. Joyce BLVD., Fayetteville
- 2404 Se Cottonwood St., Bentonville
Nebraska · 2 listed addresses
- 323 W 11th Street, Kearney
- 2604 St. Patrick Ave, Grand Island
Oklahoma · 2 listed addresses
- 101 N.e. 82nd Street, Suite 200, Oklahoma CityHQ
- 13907 Quail Pointe DR., Oklahoma City
Arizona · 1 listed address
- 1345 E. Chandler BLVD, Phoenix
Texas · 1 listed address
- 6500 River Place, Austin
Other business names
Plan Group Financial has reported 4 other business names to the SEC.
- Accountable
- Burnett Advisors
- Fit Wealth Advisors
- Przybysz Wealth Management
Contact and registration details
- Legal name
- Plan Group Financial, Inc.
- Headquarters
- 101 N.e. 82nd Street, Suite 200, Oklahoma City, OK 73114
- Website
- plangroup.com
- Phone
- 405-848-1099
- SEC file
- 801-118599
- Structure
- Oklahoma corporation
- Fiscal year end
- December
Plan Group Financial uses Charles Schwab ($474M, 70%) and Fidelity ($203M, 30%) as custodians for its separately managed accounts. Plan Group Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $474M70%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $203M30%
At year end, Plan Group Financial’s separately managed accounts were mostly in funds (72%) and stocks (21%). Its reported 13F holdings for the quarter ended 31 March 2026 total $426M across 229 positions; the largest are Berkshire Hathaway Inc. Del (3.5%), Pacer Fds TR (3.4%) and iShares TR (3.2%).
What the accounts hold
- Stocks21%
- Funds72%
- Registered funds60%
- Pooled vehicles12%
- Bonds7%
- U.S. government and agency bonds3%
- State and local bonds3%
- Investment grade corporate bonds1%
Reported 13F holdings
- $426M
- Reported 13F value
- 229
- Positions
- 26.4%
- In the 10 largest
- —
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL A3.5%
- Pacer Fds TR · US Cash Cows 1003.4%
- iShares TR · MSCI Acwi ETF3.2%
- JPMORGAN Chase & CO2.7%
- Vanguard Index Fds · S&P 500 ETF Shs2.7%
- J P Morgan Exchange Traded F · US Qualty Fctr2.4%
- Invesco Actvely Mngd Etc FD · Optimum Yield2.2%
- Pacer Fds TR · US Lrg CP Cash2.2%
- SPDR Index Shs Fds · State Street Spd2.1%
- iShares TR · Rus Mid Cap ETF2.0%
Together, the ten largest are 26.4% of reported value.
How many clients does Plan Group Financial have?
Plan Group Financial has 1,221 clients and manages $690 million for them, as of October 2026. They include 1,072 individual clients and 149 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Plan Group Financial offer?
Plan Group Financial provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Plan Group Financial charge?
Plan Group Financial charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Plan Group Financial use?
Plan Group Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $474M and Fidelity Distributors Company LLC (Smithfield, RI), with $203M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Plan Group Financial have?
Plan Group Financial has 17 investment adviser representatives registered with state securities authorities, out of 29 employees, and 17 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Plan Group Financial invest in?
At the end of its last fiscal year, Plan Group Financial’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 12% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Plan Group Financial?
Plan Group Financial’s direct owner is Douglas Claycomb (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Plan Group Financial get paid?
Plan Group Financial is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Plan Group Financial registered with the SEC?
Yes, Plan Group Financial has been registered with the SEC as an investment adviser since 30 April 2020. Its CRD number is 116508 and its SEC file number is 801-118599.
Source: Form ADV Part 1A, Item 1, filed 1 October 2026; IAPD firm record
How do I contact Plan Group Financial?
Plan Group Financial’s main office is at 101 N.e. 82nd Street, Suite 200, Oklahoma City, OK 73114. Its phone number is 405-848-1099. Its website is plangroup.com.