Overview
Assets Under Management: $176 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 83
Average Client Assets: $1.3 million
Frequently Asked Questions
PLANVEST FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290306), PLANVEST FINANCIAL, INC. is subject to fiduciary duty under federal law.
PLANVEST FINANCIAL, INC. is headquartered in GAITHERSBURG, MD.
PLANVEST FINANCIAL, INC. serves 83 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, PLANVEST FINANCIAL, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PLANVEST FINANCIAL, INC. manages $176 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, PLANVEST FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.70%
Average Client Assets: $1.3 million
Total Client Accounts: 553
Discretionary Accounts: 553
Regulatory Filings
CRD Number: 290306
Filing ID: 2079979
Last Filing Date: 2026-03-31 17:25:00