Plandeavor
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 331046
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Plandeavor is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm indicates it acts as a capital allocator but is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities31%
- Cash & Cash Equivalents12%
Contacts
2 of 2
Joshua Zins
Lead Advisor, PrincipalCRD 6997515
Christopher DeLeon
Investment Advisor RepresentativeCRD 6991153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Arlington
- Address
- 1530 Wilson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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