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Michael White

Plan Group Financial, INC.
10 Years of Experience
Oklahoma City, OK
Sells Insurance
View SEC Summary
View SEC Summary

Michael White is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 10 years of industry experience. Michael 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
—
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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 ActivitiesSells Insurance

Michael is affiliated with Futurity First Insurance Group, selling life, accident/health, long-term care insurance, and annuities, dedicating nearly full-time hours to this activity. He also owns White Dance Company, where he provides dance instruction and processes payroll, spending minimal time on this.

Employment History
Current Registrations
Plan Group Financial, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Plan Group Financial, INC.
February 2018 - December 2022 · 4 yrs 10 mos
Signal Research Group LLC
January 2017 - February 2018 · 1 yr 1 mo
Redhawk Wealth Advisors, INC.
July 2014 - June 2015 · 11 mos
State Registrations3 states
NEOKTX
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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