Dallas Wheeler
Plan Group · Oklahoma City, Oklahoma
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.
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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 5603270 |
| Exams passed | Series 63 (2008) · Series 65 (2011) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.plangroup.com |
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Questions about Dallas
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.
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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