Alan Heltzel
Planvision · Fuquay-Varina, North Carolina
Alan Heltzel is a fee-only financial advisor at Planvision in Fuquay-Varina, North Carolina. Planvision reports charging fixed fees on its Form ADV.
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Facts
| Firm | Planvision |
|---|---|
| Based in | Fuquay-Varina, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| SEC registration | Investment adviser representative in MO · CRD 7852264 |
| Exams passed | Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planvisionclients.com |
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Questions about Alan
Is Alan Heltzel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Planvision reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Planvision, reports charging fixed fees on its SEC Form ADV.
Where is Alan Heltzel based?
Alan Heltzel is based in Fuquay-Varina, North Carolina.
Is Alan Heltzel registered with the SEC?
Yes. Alan Heltzel is registered as an investment adviser representative in MO (CRD 7852264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Alan Heltzel?
Through Alan's website, www.planvisionclients.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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