# Luke Stein

> Luke Stein is a fee-only financial advisor at Plan Group in Oklahoma City, Oklahoma. Luke 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/luke-stein/
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:** 8160142 (https://adviserinfo.sec.gov/individual/summary/8160142)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 65 (2025)
- **Firm size:** 29 employees
- **Disclosures:** None reported
- **Website:** http://www.plangroup.com

## Frequently asked questions

### Is Luke Stein a fee-only financial advisor?

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

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

### Where is Luke Stein based?

Luke Stein is based in Oklahoma City, Oklahoma.

### What does Luke specialize in?

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

### Is Luke Stein registered with the SEC?

Yes. Luke Stein is registered as an investment adviser representative in OK (CRD 8160142), 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 Luke Stein?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8160142): 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.