Jared Reinstein
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.
Firm
PlanVision, LLC
Location
Ballston Lake, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
About
Jared Reinstein is a CFP® with 16 years of experience in the financial services industry. He is currently with PlanVision, LLC, where he has worked since 2024. His prior experience includes roles at Berkshire Money Management, Citizens Securities Inc., and SEFCU Credit Union, among others. PlanVision provides fee-only financial planning and consulting focused on retirement planning, tax considerations, and asset allocation. The firm emphasizes a long-term, fundamental-analysis approach using passive investments and delivers advisory services through a subscription 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
Ballston Lake, NY
Most active in
Jared R has reported serving >5 clients in these states in the last 12 months.
New York
Work history
PlanVision, LLC
2024 - Present (2 years)
Berkshire Money Management, Inc.
2021 - 2024 (3 years)
Citizens Securities Inc.
2019 - 2021 (2 years)
Brown and Brown of New York
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
Del-Sette Capital Managment
2019 - 2019 (1 year)
SEFCU Credit Union
2013 - 2019 (6 years)
LPL Financial
2013 - 2019 (6 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.
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