Boston Harris
Plan Group · Oklahoma City, Oklahoma
Boston Harris is a fee-only financial advisor at Plan Group in Oklahoma City, Oklahoma. Boston focuses on estate & legacy planning, tax planning and family wealth transfer. Plan Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Plan Group |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $690.3M across 3,102 accounts |
| SEC registration | Investment adviser representative in OK · CRD 8156008 |
| Exams passed | Series 65 (2025) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.plangroup.com |
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Questions about Boston
Is Boston Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Boston holds no broker registration, and Plan Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Boston charge for financial advice?
Boston's firm, Plan Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Boston Harris based?
Boston Harris is based in Oklahoma City, Oklahoma.
What does Boston specialize in?
Boston's specialties include estate & legacy planning, tax planning and family wealth transfer. Boston works with ultra high net worth.
Is Boston Harris registered with the SEC?
Yes. Boston Harris is registered as an investment adviser representative in OK (CRD 8156008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan Group manage?
Plan Group reports $690.3M across 3,102 accounts in assets under management.
How do I contact Boston Harris?
Through Boston's website, www.plangroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Plan Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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