Plangroup
- Doug Claycomb, AIF, CFMCEO & Owner · Company website
- Brandon VanLandingham, CFA, CFP, CMTDirector of Investment Management & Strategy · Company website
- Dallas WheelerWealth Manager · Company website
- Michael WhiteWealth Manager & Insurance Advisor · Company website
- Jeff EynetichWealth Manager · Company website
How we got $324K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Likely to sell
- In business 58 years (since 1968)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
PlanGroup describes itself as an outsourced family office providing custom investment management and wealth planning for families, individuals, and other financial service providers. It says it serves high-net worth, ultra high-net worth and other financial institutions.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Charles SCHWAB · brand it sells or installs
- Fidelity · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Plangroup this business | $1.3M | — |
| CAMERON FINANCIAL STRATEGIES, LLC Oklahoma City · 5 employees | $2.2M | 1.0 mi |
| ARK & TLK INVESTMENTS LLC Oklahoma City · 6 employees | $3.8M | 1.0 mi |
| PENSION SOLUTIONS, INC. Oklahoma City · 11 employees | $3.7M | 1.0 mi |
| EXENCIAL WEALTH ADVISORS, LLC Oklahoma City · 53 employees | $27.4M | 1.0 mi |
| Integrated Planning Strategies Oklahoma City | $1.1M | 1.0 mi |
| BURNS WEALTH MANAGEMENT, INC. Oklahoma City · 1 employees | $828K | 1.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $324K |
| Multiple for this size and industry | 1.9× |
| Value range | $80K – $579K |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (14%). Treat these as a rough guide.
| Revenue range | $391K – $1.9M |
| EBITDA range | $53K – $254K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Plangroup
Plangroup is a financial advisors company in Oklahoma City, Oklahoma, in business since 1968. It is owned by Doug Claycomb (CEO & Owner). Its estimated annual revenue is about $1.3M, with roughly $170K of EBITDA. Its estimated business value is $324K (likely range $80K–$579K).
Common questions
- Who owns Plangroup?
- Plangroup is owned by Doug Claycomb (CEO & Owner), according to public sources such as the company's website or filings.
- How much revenue does Plangroup make?
- SeeBITDA estimates Plangroup's annual revenue at about $1.3M (likely between $391K and $1.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Plangroup worth?
- About $324K, roughly 1.9× its estimated EBITDA of $170K, typical for a financial advisors company its size. Likely range: $80K–$579K.
- When was Plangroup founded?
- Plangroup has been in business since 1968.
- Is Plangroup for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 58 years (since 1968); no family successor named on its website.