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Dallas Wheeler

Plan Group Financial, INC.
17 Years of Experience
Oklahoma City, OK
View SEC Summary
View SEC Summary

Dallas Wheeler is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 17 years of industry experience. Dallas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 7 more. Their firm serves 1,221 clients with $690M in assets under management.

Plan Group Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,221 clients
Average Client Portfolio
$565K average
Assets Under Management
$690.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard annual fee generally does not exceed 2.00% of assets under management. Actual fees are negotiable and may be lower based on account size, scope, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dallas operates under the DBA Plan Group Financial, Inc. for investment-related activities. He also owns BW Group, LLC, providing financial services for about half his time, and Progressive Home Solutions, LLC, managing rental properties for minimal time.

Employment History
Current Registrations
Plan Group Financial, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Plan Group Financial, INC.
May 2017 - December 2022 · 5 yrs 7 mos
Saxony Securities, INC.Broker
May 2017 - December 2019 · 2 yrs 7 mos
Waddell & Reed
April 2014 - May 2017 · 3 yrs 1 mo
Waddell & ReedBroker
April 2014 - May 2017 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - April 2014 · 1 yr 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2014 · 1 yr 6 mos
Chase Investment Services CORP.
July 2011 - October 2012 · 1 yr 3 mos
Chase Investment Services CORP.Broker
November 2008 - October 2012 · 3 yrs 11 mos
State Registrations1 state
OK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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