Plandeavor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,802,562
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$254,778
About
Plandeavor provides discretionary asset management, ongoing comprehensive financial planning (not available to Washington clients), and consultation services to individuals, high net worth individuals, business entities, trusts and estates. As of December 31, 2025, the firm reported approximately $2.8 million in discretionary assets across a small number of client relationships.
The firm’s investment process blends quantitative analysis, Modern Portfolio Theory and strategic asset allocation with a primarily passive/indexing orientation, implementing direct indexing and ETFs and using tax-loss harvesting tools where appropriate. Direct indexing and certain portfolio implementations are executed through third‑party custodial platforms, and Plandeavor requires clients to custody assets at Altruist Financial LLC or Charles Schwab; the firm may also hire Sub‑Advisors to manage all or portions of client accounts under its discretionary authority.
Noteworthy features include a structured, continuous financial planning service that uses a Complexity Questionnaire and preliminary educational conversations to generate an objective scope estimate and guide engagement decisions, with ongoing quarterly reviews and coordination with other professionals. The firm discloses potential conflicts from selecting Sub‑Advisors with varying fee schedules and notes mitigation through disclosure and fiduciary duties; it also discloses operational practices such as not aggregating trades and not voting client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Charitable giving & philanthropy
Tax-loss harvesting
Wealth management
Fee options
Initial onboarding and set-up fee: $500 one-time fee
$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
$300 per hour for consultation services
Ongoing financial planning quarterly fee: $1,000 to $2,250 per quarter
Account minimum: $250,000 Minimum fee: Initial Onboarding & Set-Up Fee: $500 one-time fee paid in advance Fee-only: Hourly consultation fees at $300 per hour; ongoing financial planning fees $1,000 to $2,250 per quarter (billed quarterly in arrears)
Main office location
Plandeavor
1530 Wilson Blvd Ste 650
Arlington VA 22209, United States
Number of offices
2
Most active in
Plandeavor has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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