# Mark Zoril

> Mark Zoril 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/mark-zoril/
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:** 2544722 (https://adviserinfo.sec.gov/individual/summary/2544722)
- **SEC registration:** Investment adviser representative in MN, NC, WI
- **Exams passed:** Series 63 (1998), Series 65 (2013)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.planvisionclients.com

## Frequently asked questions

### Is Mark Zoril a fee-only financial advisor?

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

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

### Where is Mark Zoril based?

Mark Zoril is based in Fuquay-Varina, North Carolina.

### Is Mark Zoril registered with the SEC?

Yes. Mark Zoril is registered as an investment adviser representative in MN, NC and WI (CRD 2544722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Mark Zoril?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2544722): 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.