Planvest Financial, Inc. fees and pricing
Financial planner in Gaithersburg, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, Planvest Financial, Inc. charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“Fixed planning fees generally range from $2,500 to $5,000 for a single client and $3,500 to $6,000 for a couple.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Planvest Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The firm’s annual investment advisory fee shall be based upon a percentage (%) of the net market value and type of assets placed under the firm’s management to be charged quarterly in advance.”
- “Fees are deducted monthly in arrears for assets held at Schwab.”
- “If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
How Planvest Financial, Inc.’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the Maryland median of $4,335. 47% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Gaithersburg that publish a flat or project fee charge less.
About Planvest Financial, Inc.
“More specifically, the mission of PlanVest Financial, Inc. is to provide clients with personalized financial planning and informed strategic investment advice delivered with “hands-on” service and support.”
- Firm size: 8 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Federal employees
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Minimum
- No minimum stated in brochure
- Clients
- 307
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $175,860,431
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290306
- Phone
- (301) 977-7123
Can advise clients in 10 states: District of Columbia, Florida, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, Virginia, West Virginia
Other planners in Gaithersburg that publish fees
- Cornerstone Financial Planning, Inc.Gaithersburg$100/hr, $300
- Own Your Monday Wealth Management, LLCGaithersburg$500/hr, $3,750/qtr
- Regatta Financial LLCGaithersburg$400/hr, $5,000-$10,000
- Sherman Wealth Management LLCGaithersburg$550/hr, $500-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.