# James Billingsley

> James Billingsley is a fee-only financial advisor at Plan Group in Oklahoma City, Oklahoma. James 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/james-billingsley/
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:** 1190831 (https://adviserinfo.sec.gov/individual/summary/1190831)
- **SEC registration:** Investment adviser representative in NE, OK, TX
- **Exams passed:** Series 63 (1983), Series 65 (1998)
- **Firm size:** 29 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.plangroup.com

## Frequently asked questions

### Is James Billingsley a fee-only financial advisor?

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

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

### Where is James Billingsley based?

James Billingsley is based in Oklahoma City, Oklahoma.

### What does James specialize in?

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

### Is James Billingsley registered with the SEC?

Yes. James Billingsley is registered as an investment adviser representative in NE, OK and TX (CRD 1190831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Plan Group manage?

Plan Group reports $690.3M across 3,102 accounts in assets under management.

### How do I contact James Billingsley?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1190831): 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.