PlanVest Financial, Inc. is a registered investment advisor based in Gaithersburg, Maryland, offering personalized financial planning, investment management, and hourly consulting services. PlanVest Financial works with individuals, families, business owners, and federal employees to build customized wealth plans. Their core services cover retirement planning, tax planning, insurance analysis, education planning, estate planning, and specialized support for federal employee benefits. PlanVest Financial manages investment portfolios on a discretionary, limited discretionary, or non-discretionary basis using various analysis methods including fundamental and technical analysis. The firm tailors investment strategies to each client's unique goals, time horizon, and risk tolerance, primarily recommending stocks, bonds, exchange-traded funds, and mutual funds. PlanVest Financial acts in the best interest of clients as a fiduciary and maintains relationships with institutional custodians like Charles Schwab for asset safekeeping.
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.