Jason Lynch: fee-only financial advisor in Fuquay-Varina

Wellspent public graph/Advisors/Jason Lynch

Facts

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

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Questions about Jason

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.

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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