Plandeavor

Overview

Plandeavor is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, and presents itself as a capital allocator that combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include financial planning, portfolio management and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.

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Public Holdings

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Location & Offices