Sandeep Saini
Planvest Financial · Gaithersburg, Maryland
Sandeep Saini is a fee-only financial advisor at Planvest Financial in Gaithersburg, Maryland, who holds the CFP credential. Planvest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planvest Financial |
|---|---|
| Based in | Gaithersburg, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $175.9M across 553 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 8031714 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | planvestfinancial.com |
How Sandeep's firm compares
- Planvest Financial's average account is about $318,000, from its Form ADV (assets managed divided by 553 accounts).
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Questions about Sandeep
Is Sandeep Saini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandeep holds no broker registration, and Planvest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandeep charge for financial advice?
Sandeep's firm, Planvest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sandeep Saini based?
Sandeep Saini is based in Gaithersburg, Maryland.
What credentials does Sandeep Saini hold?
Sandeep Saini holds the CFP credential.
Is Sandeep Saini registered with the SEC?
Yes. Sandeep Saini is registered as an investment adviser representative in MD (CRD 8031714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planvest Financial manage?
Planvest Financial reports $175.9M across 553 accounts in assets under management.
How do I contact Sandeep Saini?
Through Sandeep's website, planvestfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gaithersburg
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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