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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,175 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
All fees can be negotiated between Plan Group Financial and client with no fee being greater than the above schedule.
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 →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.
Previous Registrations
Plan Group Financial, INC.
Saxony Securities, INC.Broker
Waddell & ReedBroker
Waddell & Reed
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
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.