# Salvatore Ferrito

> Salvatore Ferrito 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/salvatore-ferrito/
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:** 5819353 (https://adviserinfo.sec.gov/individual/summary/5819353)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2016)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.planvisionclients.com

## Frequently asked questions

### Is Salvatore Ferrito a fee-only financial advisor?

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

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

### Where is Salvatore Ferrito based?

Salvatore Ferrito is based in Fuquay-Varina, North Carolina.

### Is Salvatore Ferrito registered with the SEC?

Yes. Salvatore Ferrito is registered as an investment adviser representative in WI (CRD 5819353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Salvatore Ferrito?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5819353): 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.