Spencer Aufenthie is a registered investment advisor at Plan Group Financial, INC., based in Oklahoma City, OK, with 2 years of industry experience. Spencer 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.
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Learn about disclosures →Employment History
Current Registrations
Plan Group Financial, INC.
State Registrations1 state
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