Advisor at PlanVest Financial, Inc.
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.
Location
Gaithersburg, MD 20878
Credentials
Series 63, Series 65
Industry experience
30 years
Michael Mattison is a financial advisor with PlanVest Financial, Inc. in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and LPL Financial. PlanVest Financial is a team-based registered investment adviser managing approximately $126 million for individual and high-net-worth clients. The firm provides comprehensive wealth planning and portfolio management, emphasizing customized plans and ongoing supervision tailored to clients' circumstances and risk profiles.
Based on PlanVest Financial, Inc.
Based on PlanVest Financial, Inc.
Fixed financial planning fees generally range from $2,500 to $5,000 for single client, $3,500 to $6,000 for couple, negotiable
$0+: Up to 1.75% annually (negotiable, generally tiered or fixed) $0+: Wrap fee program fee varies based on account size, complexity, expected trade volume, and overall client relationship (see separate appendix) $0+: Hybrid Fee: combination of AUM fee and Supplemental Comprehensive Advisory Service (SCAS) fixed fee, typically for clients with lower AUM
Some investment advisor representatives are licensed insurance agents and may receive commissions from insurance sales, but clients are under no obligation to purchase commission-based products.
Hourly consulting fees generally range from $250 to $400 per hour, negotiable with Chief Compliance Officer approval
Supplemental Comprehensive Advisory Service (SCAS) fee is a recurring fixed fee payable monthly or semi-annually, in addition to or in lieu of AUM fee.
Fee-only: Financial planning services charged on hourly or fixed fee basis. Hourly fees range from $250 to $400 per hour; Fixed fees range from $2,500 to $5,000 for single client, $3,500 to $6,000 for couple (negotiable)
9711 Washingtonian Blvd, Suite, Suite 550
Gaithersburg, MD 20878
Maryland
Purshe Kaplan Sterling Investments
2019 - Present (7 years)
PlanVest Financial, Inc.
2018 - Present (8 years)
LPL FINANCIAL
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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