# Plan Group Financial, Inc.

> Plan Group Financial, Inc. is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 116508
- Filed as: PLAN GROUP FINANCIAL, INC.
- Also doing business as: ACCOUNTABLE, BURNETT ADVISORS, FIT WEALTH ADVISORS, PRZYBYSZ WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116508
- AdvisorCensus page: https://advisorcensus.com/firm/plan-group-financial-inc-oklahoma-city-ok-116508

## Quick answers

**How is Plan Group Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Plan Group Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Plan Group Financial, Inc. located?**
Plan Group Financial, Inc.'s principal office is in Oklahoma City, OK, according to its Form ADV; the October 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Plan Group Financial, Inc. registered with the SEC or a state?**
Plan Group Financial, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 116508.

**How much does Plan Group Financial, Inc. manage?**
Plan Group Financial, Inc. reports $690,303,586 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (99% discretionary).

**How have Plan Group Financial, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Plan Group Financial, Inc.: Regulatory assets under management: $184,508,291 in the October 2021 data and $690,303,586 in the October 2026 data, up 274%. Total employees: 19 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Plan Group Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,072); high net worth individuals (149).

**Which custodians does Plan Group Financial, Inc. use?**
Plan Group Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Plan Group Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116508

**Does Plan Group Financial, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We typically work with individuals, trusts, estates, and other businesses. We have no minimum account size."

**What changed in Plan Group Financial, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Changed its office addresses in Grand Island, NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> We typically work with individuals, trusts, estates, and other businesses. We have no minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $690,303,586
- Discretionary: $682,740,271
- Non-discretionary: $7,563,315

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,072 | $211,037,053 |
| High net worth individuals | 149 | $479,266,533 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 29 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IL, KS, MO, NC, NE, OK, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Bentonville, AR
- Fayetteville, AR
- Fort Smith, AR
- Grand Island, NE
- Kearney, NE
- Oklahoma City, OK
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- fitwealthadvisors.com
- plangroup.com
- przwealthmgt.com
- Facebook @PLANGROUPFINANCIAL
- X @PLANGROUP_OKC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,508,291 | 19 | September 21, 2021 |
| October 2022 | $244,243,310 | 17 | March 31, 2022 |
| October 2023 | $242,254,517 | 17 | June 12, 2023 |
| October 2024 | $346,931,792 | 24 | July 31, 2024 |
| October 2025 | $541,410,125 | 27 | March 28, 2025 |
| October 2026 | $690,303,586 | 29 | October 1, 2026 |

Regulatory assets under management: $184,508,291 in the October 2021 data and $690,303,586 in the October 2026 data, up 274%.
Total employees: 19 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Changed its office addresses in Grand Island, NE.

### April 2026
- Added the business name Accountable.
- Employees performing advisory functions went from 14 to 17.
- Regulatory assets under management went from $541,410,125 to $690,303,586 (+28%).
- Registered or notice-filed in KS, UT, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plan Group Financial, Inc. (CRD 116508): Form ADV filing data as of October 2026.