Alan Heltzel is a registered investment advisor at Planvision, LLC, based in Joplin, MO, with 2 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 7,370 clients.
Compensation
Firm Size
IM Fee
Fee Structure
PlanVision charges an ongoing fee for continuous financial guidance, periodic investment allocation updates, rebalancing suggestions, and ongoing access to ask questions:
- First 12 months — $489 for US-based clients and $299 for non-US-based clients. Non-US-based clients needing a financial projection pay an additional one-time fee of $100.
- After 12 months — $12 per month
- Financial projection for non-US-based clients — $100 one-time additional fee when combined with investment guidance
Location
Joplin, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Planvision, LLC
State Registrations1 state
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Exams
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