# Jason Lynch

> Jason Lynch is a fee-only financial advisor at Planvision in Fuquay-Varina, North Carolina. Planvision reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-lynch/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Planvision
- **Based in:** Fuquay-Varina, North Carolina
- **Fee model (firm's Form ADV):** Fixed fees
- **CRD:** 7226427 (https://adviserinfo.sec.gov/individual/summary/7226427)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2020)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.planvisionclients.com

## Frequently asked questions

### Is Jason Lynch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?

Jason's firm, Planvision, reports charging fixed fees on its SEC Form ADV.

### Where is Jason Lynch based?

Jason Lynch is based in Fuquay-Varina, North Carolina.

### Is Jason Lynch registered with the SEC?

Yes. Jason Lynch is registered as an investment adviser representative in MI (CRD 7226427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Jason Lynch?

Through Jason's website, www.planvisionclients.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7226427): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.