Planvision

Planvision at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 8 advisors are listed here; 4 of 8 hold the CFP.
• Its Form ADV reports 10 employees and 7,370 individual clients, 5,100 of them high net worth.

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Planvision fees

Planvision 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

Advisors at this firm (8)

• Alan Heltzel

• Allan Leung

  CFP

• Jared Reinstein

  CFP

• Jason Lynch

• Mark Zoril

• Randal Best

  CFP · ChFC

• Ruth Chicca

  CFP

• Salvatore Ferrito