Planvest Financial, Inc.

Overview

Planvest Financial, Inc. is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Planvest does not profile itself as an active ESG investor, and it does not operate as a multi-state adviser or a pension consultant. The firm is not a capital allocator; instead it relies on third-party managers where it deploys alternative strategies alongside more traditional vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives