Planvest, LLC fees and pricing

Financial planner in Blair, Nebraska. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 21, 2026, Planvest, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Project-Based Hourly Financial Planning Fixed Fee Project-Based Financial Planning is offered at a rate of $200 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Annual fees are prorated and paid in arrears on a quarterly basis.”
“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

Its hourly rate of $200 is below the Nebraska median of $250. 19% of the 32 other Nebraska planners that publish an hourly rate charge less.

Principal: Brian Brown
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2014 (12 years).

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: 1.05% a year
Clients: 298
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $46,677,159
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 309669
Website: plan-vest.com (opens in new tab)
Phone: (402) 426-9833

Can advise clients in 3 states: Iowa, Nebraska, Texas

Is something on this page wrong or out of date?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.