Richard Clonch
Richard Clonch is a CFP-designated registered investment advisor at Planvest Financial, INC., based in Gaithersburg, MD, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 309 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiated based on individual client needs and complexity, not to exceed a maximum of 1.75% of assets under management annually.
Fee Estimator
Location
6 Montgomery Village Avenue, Suite 320, Gaithersburg, MD, 20879
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard operates under several DBAs (PlanVest Financial, PlanVest Federal) and is an IAR for PlanVest Financial, Inc., providing investment advisory services. He also has a non-variable insurance business, Investment and Protection Solutions LLC, taking minimal time.
Employment History
Current Registrations
Planvest Financial, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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