Firm
Planvest Financial
Gaithersburg, Maryland
Fee-only
Planvest Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 6 advisors are listed here; 4 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 307 individual clients, 83 of them high net worth.
- Its average account is about $318,000 (assets it manages divided by its 553 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Gaithersburg, Maryland |
|---|---|
| Website | planvestfinancial.com |
| Phone | (301) 977-7123 |
Planvest Financial fees
Planvest Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $176 million |
| Individual clients | 224 |
| High-net-worth clients | 83 |
| Accounts managed | 553 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131058) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 290306 |