Jason Lynch
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
Jason Lynch is a financial advisor at PlanVision, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Intuit since 2020 as a Remote Tax Expert. In addition to his advisory role, he serves as Controller at Melnor Graphics, LLC, a non-investment related business. 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 and uses a simplified allocation strategy with passive investments to achieve broad diversification and lower management costs.
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
Newport, MI
Most active in
Jason L has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Intuit
2020 - Present (6 years)
Planvision LLC
2020 - Present (6 years)
Melnor Graphics, LLC
2016 - Present (10 years)
Colonial Fireworks
2002 - 2017 (15 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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