Planvest, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,984,605
Clients
298
16% 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
298
Very HighAverage account size
$150,955
About
PlanVest, LLC provides investment management and project-based financial planning primarily to individual clients and also accepts engagements from employer-sponsored retirement plans and charitable organizations. Services described in the brochure include continuous portfolio management, retirement and tax-aware planning, cash flow and college-planning analysis, a lower-cost custodial account option, and client education for plan participants.
The firm builds individualized investment policy statements and relies primarily on fundamental analysis to select securities, offering discretionary portfolio management while permitting client-imposed investment restrictions. It also sponsors a wrap-fee program, recommends a national custodian for trade execution and custody, and conducts periodic account reviews with custodial confirmations provided to clients.
Distinctive features include managing nearly 300 client relationships—an unusually high client load for a small independent adviser—and serving charitable organizations and pension/profit-sharing plans with ongoing plan sponsor and pension consulting services that are uncommon among peers. The firm’s lead advisor holds CFP certification and an insurance license, the adviser does not engage in block (aggregated) trading, and investment clients receive custodian statements rather than firm-prepared written investment reports.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
$0 - $50,000: 0.75% $50,001 - $100,000: 0.70% $100,001 - $250,000: 0.60% $250,001 - $500,000: 0.55% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.40% $2,000,001 - $3,000,000: 0.30% $3,000,001+: 0.25%
$200 per hour for Project-Based Financial Planning, negotiable
Fee-only: Project-Based Financial Planning at $200 per hour, negotiable
Main office location
Planvest, LLC
1526 Washington St., Suite E
Blair NE 68008, United States
Number of offices
1
Most active in
Planvest, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska · Texas
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
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