Planvesting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,508,314
Total clients
5
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$2,301,663
About
Planvesting is a small, state-registered independent investment adviser that provides consultative financial planning and portfolio management to individuals, retirement plans, trusts, estates and other institutional clients. The solo firm manages roughly $10.9 million in client assets and typically recommends a $250,000 minimum for individual portfolio management.
The firm emphasizes passive, asset-class-based portfolios constructed primarily with no-load mutual funds and exchange-traded funds, using diversification, target allocations and periodic rebalancing to align investments with each client’s goals and risk tolerance. Planvesting delivers advice through a goals-based planning process and generally operates on a non-discretionary basis, contacting clients before placing trades.
Notable differences from many peers include its fee approach — advisory services are typically billed as fixed annual retainers or hourly planning rather than a percentage-of-assets model — and its stated practice of not accepting commissions, soft dollars or revenue sharing. The firm’s principal is CFP®-certified, has published on low‑risk investing and also provides small business consulting, and the firm offers fiduciary consulting and investment services for retirement plans at plan, investment and participant levels.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
Consultative Planning Services billed at $175 to $250 per hour (negotiable)
Account minimum: $250,000 Minimum fee: Portfolio Management fees typically range from $2,500 to $6,000 per year, billed quarterly ($625 to $1,500 per quarter)
Main office location
Planvesting, LLC
Grayling MI, United States
Number of offices
1
Most active in
Planvesting, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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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