PLANVESTING, LLC

PLANVESTING, LLC is an SEC-registered investment adviser (CRD 168260). Regulatory assets under management: $12.8M.

Registration

• CRD: 168260
• Type: Registered investment adviser
• Phone: 810-923-0165
• Latest filing: 2026-07-01
• Regulatory AUM: $12.8M
• Non-discretionary AUM: $12.8M
• Clients: 1
• Accounts: 16

Business model

Compensation: Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168260 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search