PLANDEAVOR

Overview

Plandeavor is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not positioned as an active ESG investor and reports operating from a single state (not a multi-state adviser).

Assets & Accounts

Investments & Alternatives

Location & Offices