Alan Heltzel
Advisor at PlanVision, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Alan Heltzel is a financial advisor at PlanVision, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Southwest Missouri Bank and the United Way of Southwest Missouri. PlanVision provides fee-only financial planning and consulting services focused on retirement planning, tax considerations, and asset allocation. The firm emphasizes a long-term, fundamental-analysis approach with simplified allocation strategies using passive investments, and it serves a large client base through a team model without discretionary portfolio management.
Expertise
Based on PlanVision, LLC
General retirement planning
General tax planning
Wealth management
Passive / index investing
Fee options
After the initial $299 for 12 months, ongoing subscription fee of $8 per month
Minimum fee: $299 for the first 12 months of financial planning and investment guidance; after 12 months, $8 per month renewal fee Fee-only: Fee-only financial planning and investment advisory services; $299 initial fee for 12 months of guidance, then $8/month renewal
Location
Joplin, MO
Most active in
Alan H has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
PlanVision, LLC
2024 - Present (2 years)
Southwest Missouri Bank
2018 - 2023 (5 years)
United Way of Southwest Missouri
2017 - 2018 (1 year)
Sign Designs
2016 - 2017 (1 year)
Crowder College
2012 - 2016 (4 years)
DH Consulting, LLC
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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:
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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.
Mike Z
CFP®, CPA, PFS™
Carthage, MO
Foundations Financial Planning, LLC
I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!
Troy S
CFP®, Series 63, Series 66
Joplin, MO
Truenorth Wealth & Impact, LLC
Connor W
Series 65
Joplin, MO
Truenorth Wealth & Impact, LLC
Bryan V
CFP®, CFA®, Series 63, Series 65
Joplin, MO
Truenorth Wealth & Impact, LLC
Weston W
Series 66
Webb City, MO
OFG Financial Services, Inc.
Christopher A
Series 66
Joplin, MO
Cornerstone Wealth Management, LLC
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