PlanVision, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7,370
69% high-net worth
Total advisors
5
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
1,474
Average account size
$0
About
PlanVision is a fee-only registered investment adviser that provides financial planning and consulting to individual clients, with a primary focus on high-net-worth households. The firm delivers written plans and ongoing guidance but does not engage in portfolio management, custody of client assets, or exercise trade discretion on client accounts.
The firm’s investment approach emphasizes fundamental analysis and a long-term, simplified allocation strategy that often uses passive investments to achieve diversification and lower costs. PlanVision structures engagements around a written planning process and periodic reviews rather than active asset management, and it delivers advice and follow-up through client communications and online service delivery.
PlanVision’s business model and scale are notable among peer team firms: it operates from multiple offices, serves a very large client base relative to its five advisors, and reports a significant non-U.S. client segment. The firm also markets its planning services directly to the public via its website (including a subscription-style purchase flow and a stated satisfaction policy) and uses client testimonials in advertising, while foregoing percentage-of-AUM billing and traditional portfolio management services.
Client services
Financial planning
Podcasts
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Fee options
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
Main office location
PlanVision, LLC
Fuquay Varina NC, United States
Number of offices
5
Most active in
PlanVision, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
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.
Quick links
LinkedIn
Facebook
Instagram
Website
(612) 965-4286
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