Jacob Wandel
Plan Group · Fayetteville, Arkansas
Jacob Wandel is a fee-only financial advisor at Plan Group in Fayetteville, Arkansas. Jacob 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 | Fayetteville, Arkansas |
| 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 AR · CRD 8173443 |
| Exams passed | Series 66 (2026) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.plangroup.com |
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Questions about Jacob
Is Jacob Wandel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Plan Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Wandel based?
Jacob Wandel is based in Fayetteville, Arkansas.
What does Jacob specialize in?
Jacob's specialties include estate & legacy planning, tax planning and family wealth transfer. Jacob works with ultra high net worth.
Is Jacob Wandel registered with the SEC?
Yes. Jacob Wandel is registered as an investment adviser representative in AR (CRD 8173443), 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 Jacob Wandel?
Through Jacob'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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