Newport, MI Office

PlanVision provides fee-only financial planning and consulting to individual clients, with an emphasis on serving high‑net‑worth individuals. Services are delivered as written plans or ad‑hoc consultations and can be purchased directly through the firm’s public website; the firm does not impose an account minimum.

The firm’s advisory process emphasizes fundamental analysis and a long‑term, simplified allocation philosophy that favors passive investments for broad diversification. PlanVision delivers advice rather than asset management: it does not actively manage client assets, does not accept custody or investment discretion, and clients are under no obligation to implement recommendations through the firm.

PlanVision’s operational profile is atypical for a team firm: it serves several thousand clients through a relatively small advisory team across multiple offices and maintains an explicit non‑U.S. client offering with separate cross‑border pricing and onboarding terms. The firm also departs from common fee models by using a subscription/flat‑fee planning approach rather than percentage‑of‑AUM billing and by focusing on planning engagements instead of ongoing portfolio management.