Planvest Financial, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$176M
Discretionary
$176M
100% of AUM
Avg account
$318K
Accounts
553
Employees
8
Advisory reps
6

Firm details

Headquarters
Gaithersburg, Maryland
CRD number
290306
Registered since
September 9, 2024
Website
www.planvestfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.7%
  • Individuals39.19%
  • Corporations / Businesses0.11%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Planvest Financial, Inc. is an independent registered investment adviser that provides planning and portfolio management primarily to individual and family clients as well as smaller institutional accounts. The firm was SEC-registered in 2024 and is owned by an individual practitioner. Its advisory offering includes financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Planvest does not identify as an ESG-focused manager, and it is not flagged as a multi-state adviser or a capital allocator. Services are oriented toward personalized planning and portfolio oversight rather than wholesale manager selection or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 14%, State & Local Bonds 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%, Other 1%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds14%
  • State & Local Bonds5%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Richard Clonch

    Richard Clonch

    Chief Executive OfficerCRD 4923311

Contacts

3 of 5
  • Michael Mattison

    Michael Mattison

    Comprehensive Wealth ManagerCRD 2723042

  • Zachary Payne

    Zachary Payne

    Financial Advisor / Director of Financial PlanningCRD 6516858

  • Robert Behr

    Robert Behr

    Comprehensive Wealth ManagerCRD 1535798

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 291

Active vs passive

$129M in ETFs

Passive

73%

$94.3M

Active

19%

$34.7M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US DIVIDEND EQUITY ETF (SCHD)SchwabPassiveLarge Value$8.2M258,6186.36%
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Location

Primary office

Gaithersburg, MD

Montgomery

Location

Gaithersburg, MD

Headquartered in Gaithersburg, MD, 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
Montgomery
Address
9711 Washingtonian Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth