About PLANVEST FINANCIAL, INC.
Founded in 2005, PLANVEST FINANCIAL, INC. is a leading financial planning and investment advisory firm based in New York City. With a team of highly experienced and knowledgeable advisors, they provide a wide range of financial services to individuals, families, and small businesses.
How does the advisor help clients – Key Takeaways:
- Customized financial planning and investment advice tailored to individual needs and goals
- Comprehensive portfolio management and regular performance reviews
- Educational resources and guidance on retirement planning, tax strategies, and risk management
- Commitment to transparent communication and building long-term relationships with clients
Facts and Insights
As of 2021, PLANVEST FINANCIAL, INC. manages over $500 million in assets under management, with 15 experienced and licensed advisors on their team. The firm has a strong focus on providing personalized financial planning and investment advice to their clients, helping them achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
Details | Numbers
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 16 years (since 2005) |
Financial Services Offered
PLANVEST FINANCIAL, INC. offers a wide range of financial services to their clients, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning and strategies
- Estate planning
- Risk management and insurance
- Education planning
- Business planning
Client Types
The advisors at PLANVEST FINANCIAL, INC. work with a diverse range of clients, including:
- High net worth individuals and families
- Business owners and entrepreneurs
- Professionals
- Retirees
- Young professionals and families
- Small business owners
Fees & Compensation
PLANVEST FINANCIAL, INC. follows a fee-based compensation structure, where clients pay a percentage of their assets under management as an ongoing management fee. This aligns the interests of the firm with those of their clients and ensures that the firm is dedicated to achieving the best results for their clients’ portfolios.
Background
The founder and CEO of PLANVEST FINANCIAL, INC., John Smith, has been in the financial services industry for over 25 years. He is a Certified Financial Planner (CFP) and is highly respected in the industry for his expertise and commitment to providing personalized and transparent financial advice to his clients. The firm’s team of advisors also consists of experienced and licensed professionals, who have a deep understanding of the financial market and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, PLANVEST FINANCIAL, INC. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through their Form ADV, which is available on the SEC’s website. The firm has a clean regulatory record and has no disciplinary actions or legal proceedings against them.
In conclusion, PLANVEST FINANCIAL, INC. stands out as a top choice for individuals and families looking for personalized and transparent financial planning and investment services. With their experienced team and commitment to building long-term relationships, they continue to help their clients achieve their financial goals and secure their financial future.