Plan Group Financial, Inc. offers investment management, financial planning, and family office consulting services to individuals, families, and businesses. The firm operates under several business names including AccounTable, Burnett Advisors, Fit Wealth Advisors, and Przybysz Wealth Management. Investment management services are tailored to each client's specific goals, risk tolerance, and time horizon through diversified model portfolios that typically combine equities and fixed income. The firm also offers financial consulting services to help clients develop comprehensive written financial plans covering retirement, tax, estate, charitable giving, and asset protection. For high-net-worth clients with non-traditional or illiquid assets, the firm provides family office consulting services focused on strategic guidance and coordination across complex financial affairs. Plan Group Financial acts as a fiduciary, legally required to act in your best interest when providing investment advice.
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.