Luke Stein is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK. Luke 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Plan Group Financial, INC.
State Registrations1 state
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
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