Advisor at PlanVision, LLC
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Salvatore Ferrito is a financial advisor at PlanVision, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Advicent Solutions. 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 emphasizing passive investments and operates a multi-office team model serving a large client base through subscription-style planning services.
Based on PlanVision, LLC
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
Brookfield, WI
Wisconsin
PlanVision, LLC
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
Woodbury Financial Services inc
2016 - 2024 (8 years)
Advicent Solutions
2014 - 2016 (2 years)
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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.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 65
Glendale, WI
Erenda Capital
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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