James Billingsley
Plan Group · Oklahoma City, Oklahoma
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.
Request an introduction to James →
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 NE, OK, TX · CRD 1190831 |
| Exams passed | Series 63 (1983) · Series 65 (1998) |
| Firm size | 29 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.plangroup.com |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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.
See something wrong? Request a correction. Read our methodology.