Spencer Aufenthie
Plan Group · Oklahoma City, Oklahoma
Spencer Aufenthie is a fee-only financial advisor at Plan Group in Oklahoma City, Oklahoma. Spencer 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 | 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 OK · CRD 7847232 |
| Exams passed | Series 65 (2024) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.plangroup.com |
| Profile |
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Questions about Spencer
Is Spencer Aufenthie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer 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 Spencer charge for financial advice?
Spencer's firm, Plan Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Spencer Aufenthie based?
Spencer Aufenthie is based in Oklahoma City, Oklahoma.
What does Spencer specialize in?
Spencer's specialties include estate & legacy planning, tax planning and family wealth transfer. Spencer works with ultra high net worth.
Is Spencer Aufenthie registered with the SEC?
Yes. Spencer Aufenthie is registered as an investment adviser representative in OK (CRD 7847232), 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 Spencer Aufenthie?
Through Spencer'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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