Mark Zoril
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
Fuquay Varina, NC
Credentials
Series 63, Series 65
Industry experience
12 years
About
Mark Zoril is a financial advisor at PlanVision, LLC in Fuquay Varina, NC, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has been with PlanVision since 2013. PlanVision provides fee-only financial planning and consulting focused on retirement planning, tax considerations, and asset allocation. The firm uses a long-term, fundamental-analysis approach with a simplified allocation strategy centered on passive investments, serving a high number of clients through a multi-office team model without offering 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
Fuquay Varina, NC
Most active in
Mark Z has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Carolina · Wisconsin
Work history
Planvision Llc
2013 - Present (13 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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David I
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Jonathan M
Series 66
Apex, NC
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Cristof E
Series 65
Fuquay Varina, NC
Pine Ridge Wealth LLC
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