Firm
PlanVest
Blair, Nebraska
Fee-only
Facts
| Based in | Blair, Nebraska |
|---|---|
| Website | plan-vest.com |
| Phone | (402) 426-9833 |
PlanVest fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $800 a year |
|---|---|
| Hourly | $200 an hour |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Project-Based Financial Planning is offered at a rate of $200 per hour." source
"an ongoing fee that is paid quarterly, in arrears, at the rate of $200 - $400 per quarter." source
"Our standard advisory fee is based on the market value of the assets under management" source
"Project-Based Financial Planning is offered at a rate of $200 per hour." source
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 | $47 million |
| Individual clients | 249 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 309669 |