A complete list of active advisors currently associated with Planvesting, LLC

Warmer can help you find a great advisor at Planvesting, LLC or one who fits your needs even better.

Planvesting is a small, state-registered independent investment adviser that provides consultative financial planning and portfolio management to individuals, retirement plans, trusts, estates and other institutional clients. The solo firm manages roughly $10.9 million in client assets and typically recommends a $250,000 minimum for individual portfolio management. The firm emphasizes passive, asset-class-based portfolios constructed primarily with no-load mutual funds and exchange-traded funds, using diversification, target allocations and periodic rebalancing to align investments with each client’s goals and risk tolerance. Planvesting delivers advice through a goals-based planning process and generally operates on a non-discretionary basis, contacting clients before placing trades. Notable differences from many peers include its fee approach — advisory services are typically billed as fixed annual retainers or hourly planning rather than a percentage-of-assets model — and its stated practice of not accepting commissions, soft dollars or revenue sharing. The firm’s principal is CFP®-certified, has published on low‑risk investing and also provides small business consulting, and the firm offers fiduciary consulting and investment services for retirement plans at plan, investment and participant levels.

To learn more about the advisors currently working at Planvesting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.