Planvesting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168260
- Website
- planvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI84.65%
- Individuals15.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Planvesting, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves a client base made up of individuals and families and charges clients on an hourly or fixed-fee basis rather than asset-based recurring fees. According to the available filing details, Planvesting does not position itself as an ESG active investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds21%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Contacts
1 of 1
Michael Gay
Growth SpecialistCRD 5086610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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