Zachary Payne
Planvest Financial · Gaithersburg, Maryland
Zachary Payne 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 6516858 |
| Exams passed | Series 66 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | planvestfinancial.com |
How Zachary'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 Zachary
Is Zachary Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, Planvest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Payne based?
Zachary Payne is based in Gaithersburg, Maryland.
What credentials does Zachary Payne hold?
Zachary Payne holds the CFP credential.
Is Zachary Payne registered with the SEC?
Yes. Zachary Payne is registered as an investment adviser representative in MD (CRD 6516858), 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 Zachary Payne?
Through Zachary'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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