Planvest Financial, Inc.
Planvest Financial, Inc. (CRD# 290306) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $96,418,795 in 392 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management96MILLION
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Total Number of Accounts392ACCOUNTS
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Average Account Value$245,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, SC, VA, WV
Robert Behr (CRD# 1535798) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 22 years of experience in the finance industry.
Richard Clonch (CRD# 4923311) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 18 years of experience in the finance industry.
Michael Mattison (CRD# 2723042) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 28 years of experience in the finance industry.
Zachary Payne (CRD# 6516858) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 5 years of experience in the finance industry.