Fayetteville, AR Office

Plan Group Financial serves individual and household clients, including high-net-worth individuals, and also provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management, financial planning and consulting services, and delivers portfolio management under asset-based advisory arrangements consistent with common team-firm practices.

The firm manages client assets primarily through diversified model portfolios that use mean-variance optimization and both fundamental and technical analysis, with allocations across equities, fixed income, ETFs, mutual funds, REITs and commodities and periodic rebalancing. Plan Group may also engage unaffiliated third-party managers and separately managed accounts, and it evaluates or recommends non-traded private placements and alternative investments when appropriate.

Plan Group is notable for its affiliated Plan Group Family Office, which provides separate family-office consulting and coordination under a distinct agreement, and for its active coordination or recommendations involving private oil and gas (IDC) investments and 1031 exchange-related referrals. The brochure discloses a range of referral, placement and revenue-sharing arrangements (including serving as a compensated promoter and having advisors who are dual-registered as broker-dealer representatives and insurance agents), and the firm documents and discloses those potential conflicts while retaining client choice.