PLANVEST, LLC

Overview

Planvest, LLC is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm combines financial planning with discretionary portfolio management and offers pension consulting to small businesses. Its fee model is flexible — percentage of AUM, hourly charges and fixed fees are used depending on the engagement. Investment implementation favors pooled public funds and mutual funds as the core building blocks of client portfolios, with the firm managing a largely discretionary book. Planvest is not positioned as a capital allocator and does not identify as an active ESG investor. It maintains a narrow operational footprint rather than a multi-state advisory network.

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