# Dallas Wheeler

> Dallas Wheeler is a fee-only financial advisor at Plan Group in Oklahoma City, Oklahoma. Dallas 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.

Page: https://find.wellspent.co/advisors/dallas-wheeler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Plan Group
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $690.3M across 3,102 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 5603270 (https://adviserinfo.sec.gov/individual/summary/5603270)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 63 (2008), Series 65 (2011)
- **Firm size:** 29 employees
- **Disclosures:** None reported
- **Website:** http://www.plangroup.com

## Frequently asked questions

### Is Dallas Wheeler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dallas 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 Dallas charge for financial advice?

Dallas's firm, Plan Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dallas Wheeler based?

Dallas Wheeler is based in Oklahoma City, Oklahoma.

### What does Dallas specialize in?

Dallas's specialties include estate & legacy planning, tax planning and family wealth transfer. Dallas works with ultra high net worth.

### Is Dallas Wheeler registered with the SEC?

Yes. Dallas Wheeler is registered as an investment adviser representative in OK (CRD 5603270), 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 Dallas Wheeler?

Through Dallas's website, www.plangroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5603270): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://plangroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.