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
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI83.98%
  • Individuals16.02%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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 60%, US Government Bonds 24%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 3%, State & Local Bonds 2%60%
  • Exchange Traded Equities60%
  • US Government Bonds24%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%

Contacts

1 of 1
  • Michael Gay

    Michael Gay

    Growth SpecialistCRD 5086610

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth