Planvesting, LLC

Planvesting, LLC (CRD# 168260) is a financial advisory firm headquartered in , . They manage $10,945,739 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.planvesting.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $684,109
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Planvesting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Gay, financial advisor Grayling MI
Michael L. Gay
CRD#: 5086610
Grayling, MI

Michael Gay (CRD# 5086610) is an Investment Advisor Representative working at Planvesting, LLC in Grayling, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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