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PLANVEST FINANCIAL, INC.
CRD 290306 · SEC 801-131058
9711 WASHINGTONIAN BLVD, SUITE, SUITE 550, GAITHERSBURG, MD, 20878, United States
Phone
(301) 977-7123
Fax
(301) 977-7124
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.9M
Discretionary AUM
$175.9M
Team
8 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $68.9M |
| High net worth individuals | 83 | $106.7M |
| Corporations/business entities | 2 | $198K |
States served
DC, MD, NY, NC, PA, SC, TN, VA, WV, FL
All web addresses on file
- https://www.linkedin.com/in/zach-payne-35a383143/
- https://www.linkedin.com/in/mike-mattison-chfebc-98621715/
- https://www.linkedin.com/in/robert-l-behr-mba-cpa-1b96897/
- https://www.linkedin.com/company/planvest-financial/about/
- HTTP://PLANVESTFINANCIAL.COM
- https://www.linkedin.com/in/richardclonch/
- https://www.linkedin.com/in/tom-bonorden-4930b82/
Official SEC filing: View on IAPD