PlanVision provides financial planning and consulting services to individuals. PlanVision focuses on helping clients set and reach their long-term financial goals through retirement projections, asset allocation guidance, tax planning strategies, risk management, and insurance reviews. PlanVision does not actively manage client accounts or take custody of funds; instead, clients maintain control of their own accounts at third-party custodians while receiving ongoing guidance and recommendations from PlanVision. The firm emphasizes a simplified approach to investing, relying heavily on passive investments and low-cost funds to help clients broadly diversify and reduce investment costs. PlanVision serves individual clients and does not impose a minimum account size.
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