Planvesting, LLC
RIASEC Registered
Total AUM
$11.5M
Discretionary
$0
0% of AUM
Avg account
$719K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168260
- Website
- planvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI83.98%
- Individuals16.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Planvesting, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to offer personalized investment strategies, charging clients through hourly fees and fixed fees. While it does not actively engage in ESG investing, it has carved out a niche in managing assets for a select client base, emphasizing tailored financial solutions.
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 Equities60%
- US Government Bonds24%
- 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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Douglass Financial Group
RIAGreenwood Village, CO
AUM $11.5MTEAM 1REPS 1
Synergy Wealth Management
RIAAUM $11.5MTEAM 1REPS 1
Crouch Investment Group, Inc.
RIAAUM $11.5MTEAM 2REPS 2
Financial Partners, Inc.
RIAAUM $11.5MTEAM 1REPS 1
Financial Equations Advisors, Inc.
RIACorona, CA
AUM $11.5MTEAM 2REPS 2
Bigham Wealth Advisory LLC
RIAChattanooga, TN
AUM $11.5MTEAM 1REPS 1