About the Firm Plan Group Financial, Inc. is an investment advisory firm located in Oklahoma City, OK. We previously did business as Onstott & Associates, Inc. When offering our services, we may use the doing business as name Burnett Advisors, LLC, Fit Wealth Advisors, or Przybysz Wealth Management. We offer Investment Management and Financial Consultation services to you, our clients. We also offer sub-advisory services to an unaffiliated advisory firm. Our principal owner is Douglas Claycomb. We began our business in 1996. About our Services Plan Group Financial, Inc., (the “Company,”) offers investment advisory services to its customers through Investment Management and Financial Consultations as described below. Investment Management Services. We provide our investment management services based on the individual goals, objectives, time horizon and risk tolerance of each client. We will typically create a written investment policy statement or asset allocation plan for each client based on information gathered during personal client interviews and / or written questionnaires utilized during the investment management process. Financial Consulting Services. We offer financial consulting services that primarily involve advising clients on specific financial-related topics. The topics we address may include, but are not limited to, risk assessment/management, investment planning, financial organization, or financial decision making/negotiation. Should you wish to implement your investment plan, we may recommend you use our investment supervisory services. Based on your investment objectives, we will select investments and transfer your existing assets into appropriate asset classes. We may elect to use the services of third- party managers whose asset management services fit the needs of our clients. In these instances, we will share a percentage of our collected fee with those third-party managers. We retain the ability to hire and fire any third-party managers. Once your assets are invested, we periodically review your portfolio and make recommendations regarding your allocation or reallocation. Client Imposed Restrictions and Investment Discretion. Clients may impose restrictions on investing in certain securities or types of securities by requesting these restrictions in writing. Subject to any written

guidelines, we will be granted discretionary authority to manage your account. With this discretionary authority, we will be authorized to perform various functions, at your expense, without any further approval from you. Such functions include the determination of securities to be purchased or sold and the number of securities to be purchased or sold. Sub-Advisory Services. In some circumstances, we offer our services as a sub-advisor to an unaffiliated third-party. In those cases, our clients and the sub-advisory clients may receive the same or different advice and may hold the same or different investments. We act as a portfolio manager to an unaffiliated third-party sponsored wrap fee program. In wrap- fee programs, advisory services and transaction services are provided for one fee. We are compensated as a percentage of assets under management for the sub-advisory services we provide. Other Services. In some circumstances, we offer other financial planning services to clients that may be outside of our standard services. This may include, but is not limited to, assisting clients with financial planning related to real estate, business endeavors, or legacy planning. While these services are ancillary to our primary business, as we spend time and resources on these activities, we generally receive compensation in performing these services. Onsite Income Tax Preparation. Plan Group shares its office location with Mr. Peter Terranova, CPA. Mr. Terranova is not an employee or an associated person of Plan Group. On occasion and based on a client’s needs, we may facilitate an introduction with Mr. Terranova and a client. Neither Mr. Terranova nor Plan Group compensate the other party for these introductions. Plan Group may cover part or all the client’s costs in utilizing a third-party service provider, including Mr. Terranova’s services, at the firm’s discretion. Mr. Terranova and Plan Group share in some expenses related to the shared office space. These shared expenses are related to the shared office space arrangement only and are not affected by, nor have an impact on any client doing with business with either entity. We manage client assets. As of December 31, 2023, our discretionary assets under management were $285,471,605. The firm had no non-discretionary assets under management.