Michael White
Plan Group · Oklahoma City, Oklahoma
Michael White is a fee-only financial advisor at Plan Group in Oklahoma City, Oklahoma. Michael 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 Michael →
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 TX · CRD 6366732 |
| Exams passed | Series 65 (2014) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.plangroup.com |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael 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 Michael
Is Michael White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Plan Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael White based?
Michael White is based in Oklahoma City, Oklahoma.
What does Michael specialize in?
Michael's specialties include estate & legacy planning, tax planning and family wealth transfer. Michael works with ultra high net worth.
Is Michael White registered with the SEC?
Yes. Michael White is registered as an investment adviser representative in TX (CRD 6366732), 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 Michael White?
Through Michael'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.