Plandeavor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Plandeavor provides discretionary asset management, ongoing comprehensive financial planning, and hourly consultation to individuals, business entities, trusts and estates. The firm manages roughly $2.8 million on behalf of a small roster of clients and is structured with a single owner who also serves as the firm’s chief compliance officer.
The firm’s investment process blends asset allocation, Modern Portfolio Theory and quantitative analysis implemented primarily through ETFs and direct indexing on custodial platforms, with tax‑loss harvesting and occasional tactical asset‑allocation tilts. Plandeavor executes discretionary trading, may engage third‑party sub‑advisors to manage portions of portfolios, and maintains continuously updated financial plans via client portal data aggregation and scheduled reviews.
Distinctive operational features include a standardized Complexity Questionnaire and a time‑based planning model used to set scope and fees, plus two pre‑engagement educational conversations to align expectations before onboarding, which the brochure highlights as part of its ongoing planning model. The firm also delegates proxy voting to clients, does not aggregate trades across accounts, and discloses potential conflicts when selecting lower‑fee sub‑advisors — practices that affect how implementation, tax tools and execution are handled relative to many peers.
Client services
Expertise
Fee options
One-time comprehensive financial planning setup fee of $500 due at signing.
$0 - $750,000: 1.00% annually $750,000.01 - $1,500,000: 0.85% annually $1,500,000.01 - $3,000,000: 0.70% annually $3,000,000.01+: 0.55% annually
Consultation services at $300 per hour, billed monthly in arrears.
Ongoing financial planning quarterly fees ranging from $1,000 to $2,250, billed quarterly.
Account minimum: $250,000 Minimum fee: One-time setup fee of $500 for comprehensive financial planning services. Fee-only: Financial planning ongoing quarterly fees range from $1,000 to $2,250 per quarter, billed quarterly in arrears. Consultation services offered at $300/hour.
Main office
See office1530 Wilson Blvd Ste 650
Arlington VA 22209
Advisors at this office
1
Offices (2)
Most active in
Florida · Texas · Virginia
Also doing business as
Plandeavor · Plandeavor LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Christopher D
CFP®, Series 63
Miami, FL
Plandeavor
Christopher De Leon is a CFP® with five years of industry experience, currently serving as an advisor at Plandeavor in Miami, FL. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Andrea Williams. Plandeavor provides discretionary asset management, comprehensive financial planning, and hourly consultation for individuals, trusts, estates, and business entities. The firm employs a quantitative investment approach using ETFs and direct indexing, incorporating tax-loss harvesting and tactical asset allocation, while maintaining ongoing financial plans through client data aggregation and regular reviews.
Joshua Z
Series 63, Series 65
Arlington, VA
Plandeavor
Joshua Zins is a financial advisor at Plandeavor with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual Investment Management for six years. Plandeavor provides discretionary asset management, ongoing financial planning, and hourly consultations to individuals, business entities, trusts, and estates. The firm employs a quantitative investment approach using ETFs and direct indexing, combined with tax-loss harvesting and tactical asset-allocation adjustments.
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