Ruth Chicca
Planvision · New Bedford , Massachusetts
Ruth Chicca is a fee-only financial advisor at Planvision in New Bedford , Massachusetts, who holds the CFP credential. Planvision reports charging fixed fees on its Form ADV.
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Facts
| Firm | Planvision |
|---|---|
| Based in | New Bedford , Massachusetts |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6478838 |
| Exams passed | Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planvisionclients.com |
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Questions about Ruth
Is Ruth Chicca a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ruth 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 Ruth charge for financial advice?
Ruth's firm, Planvision, reports charging fixed fees on its SEC Form ADV.
Where is Ruth Chicca based?
Ruth Chicca is based in New Bedford , Massachusetts.
What credentials does Ruth Chicca hold?
Ruth Chicca holds the CFP credential.
Is Ruth Chicca registered with the SEC?
Yes. Ruth Chicca is registered as an investment adviser representative in MA (CRD 6478838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Ruth Chicca?
Through Ruth'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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