Tobin Thomas is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 5 years of industry experience. Tobin 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
3030 NW Expressway, Suite 875, Oklahoma City, OK, 73112
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
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.
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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