PLAN GROUP FINANCIAL, INC.
SEC RegisteredRarely does the old way create the new solution.
About the firm
Plan Group is an outsourced family office that partners with clients to build generational wealth by integrating every aspect of complex wealth management. As an independent, privately-owned firm, they provide custom investment management for families, individuals, and other financial service providers, offering access to exclusive investment opportunities typically reserved for single family offices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom investment management, outsourced family office services, tailored financial solutions, open market access to investment opportunities, and comprehensive wealth management strategies with ongoing monitoring.
Who they serve
High-net worth, ultra high-net worth individuals and other financial institutions, as well as families, individuals, and other financial service providers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,072 | $211M |
| High Net Worth Individuals | 149 | $479M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PLAN GROUP FINANCIAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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