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Tobin Thomas

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

Tobin Thomas is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 6 years of industry experience. Tobin 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

3030 NW Expressway, Suite 875, Oklahoma City, OK, 73112

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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

Tobin operates under the DBA name of SRI Financial, LLC d.b.a. Journey Financial Strategies for selling New York Life products and services. He is also an insurance broker through Ash Brokerage, and an investor in Collaborative Insurance Solutions LLC, offering property and casualty insurance advice and sales, taking about half of his time.

Employment History
Current Registrations
Plan Group Financial, INC.
January 2026 - Present · 9 mos
Previous Registrations
Eagle Strategies LLC
September 2020 - January 2026 · 5 yrs 4 mos
Nylife Securities LLCBroker
July 2020 - January 2026 · 5 yrs 6 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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