PlanVest Financial offers tailored financial planning and investment advice. Services include wealth planning, retirement planning, education planning, insurance analysis, and estate planning. PlanVest Financial also offers hourly consulting services. Investment advice may be discretionary, limited discretionary, or non-discretionary. PlanVest Financial may also refer clients to third-party investment advisors.
Fee Structure
PlanVest Financial charges a percentage of your portfolio, generally not exceeding 1.75% annually, based on the value of your investments. The exact fee is negotiated based on your needs and the complexity of your account. Fees are deducted monthly for assets held at Schwab. PlanVest Financial also offers a wrap fee program and a Supplemental Comprehensive Advisory Service (SCAS) program with a recurring fixed fee.