PG
PLAN GROUP FINANCIAL, INC.
SEC RegisteredOKLAHOMA CITY, OKhttps://plangroup.com405-848-1099
Assets Under Management
$500M–$1B
Employees
29
Office Locations
9 offices
Total Accounts
3102
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| 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
Douglas Ray Claycomb
PRESIDENT
Robert Lee Hopkins
CHIEF COMPLIANCE OFFICER
Cody Owen Wheeler
DIRECTOR OF OPERATIONS
Office locations
9 offices in 5 states
OK
OKLAHOMA CITYHQ
NE
KEARNEY
OK
OKLAHOMA CITY
AZ
PHOENIX
NE
GRAND ISLAND
AR
FORT SMITH
AR
FAYETTEVILLE
AR
BENTONVILLE
TX
AUSTIN
Advisors at this firm
4 advisors in the directory
Spencer Doyle Aufenthie
Investment Adviser Representative
Jeffery Allen Eynetich
Investment Adviser Representative
Amanda M Hanquist
Investment Adviser Representative
Luke Alexander Stein
Investment Adviser Representative
Regulatory & compliance
CRD number
#116508
SEC Number
801-118599
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
plangroup.comPhone
405-848-1099Find an advisor that fits
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Editorial disclosure
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.