Plandeavor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,802,562
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$254,778
About
Plandeavor provides discretionary asset management and multi-tier financial planning services to individuals, high-net-worth clients, trusts and estates, with a primary client focus on STEM professionals and their families. The firm delivers a year-long Foundation planning engagement followed by an ongoing Continuum service and also manages portfolios on a discretionary basis.
Investment implementation combines fundamental analysis and Modern Portfolio Theory, and Plandeavor may engage sub-advisors to manage all or portions of client portfolios while maintaining overall client responsibility and regular quarterly reviews. Financial planning is delivered through a structured process that includes a documented investment policy, scheduled meetings, a client portal and task-tracking (Asana) to monitor progress and support implementation.
Distinctive features for a small, solo advisory firm include a tech-forward, systems-driven approach tailored to technical career paths (including equity-compensation and benefits optimization) and the use of a pre-onboarding Complexity Questionnaire plus a time-based planning model to standardize scope and fee estimates. The firm also requires use of a particular custodial platform and participates in a model marketplace to implement portfolios, and it transitions Foundation clients into an automatically renewing ongoing planning service.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Equity compensation tax strategy
Cash flow / budgeting
Charitable giving tax strategies
Occupation focus
Technology Professional
Demographic focus
Young Professionals
Fee options
Financial planning fixed fees as above
All assets+: 0.70%
Fee-only: Financial planning fixed fees, Foundation tier: $3,500 to $12,000 depending on complexity; Continuum tier: $0 to $5,000 per year depending on client needs
Main office location
Plandeavor
1530 Wilson Blvd Ste 650
Arlington VA 22209, United States
Number of offices
2
Most active in
Plandeavor has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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