Salvatore Ferrito
Planvision · Fuquay-Varina, North Carolina
Salvatore Ferrito is a fee-only financial advisor at Planvision in Fuquay-Varina, North Carolina. Planvision reports charging fixed fees on its Form ADV.
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Facts
| Firm | Planvision |
|---|---|
| Based in | Fuquay-Varina, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| SEC registration | Investment adviser representative in WI · CRD 5819353 |
| Exams passed | Series 66 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planvisionclients.com |
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Questions about Salvatore
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.
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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