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 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
Get directionsHistory
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 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.
Previous Registrations
Plan Group Financial, INC.
Signal Research Group LLC
Redhawk Wealth Advisors, INC.
State Registrations3 states
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.