P
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
3 Employees
20 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Foundation northBeacon +more
- Established Date
- 05-15-2024
- Office Locations
- 2
Office Locations
1530 Wilson Blvd STE 650 Arlington VA
-- Miami FL
About Plandeavor
Plandeavor is a fee-only, fiduciary planning firm focused on engineers and the broader STEM community. The team provides comprehensive financial planning and investment management, with an emphasis on asset allocation and risk management. No products, no sales—positioned for technical professionals seeking conflict-free advice.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$140.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Quantum Meridian
Client Personas
Wave momentum
Custodian
Vital Prime Summit delta Quantum unison
Investment Themes
Bridge Foundation element Fusion
Investment Vehicles
Element ember North
Platform
Prime wave
Services
Ridge Crest Pathway Ember Legacy timber Frontier bridge Summit pathway Harbor
Technology
Frontier North Quantum Catalyst bridge
Owner & Executives
Joshua Julian Zins
Chief Compliance Officer, Managing Member
- CRD
- #6997515
- Ownership
- 75% or more
(452) 650-1157
signal.foundation@insightcapital.com
in linkedin.com/in/timber-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
C
Christopher DeLeon
--
- CRD
- #6991153
(226) 235-4764
horizon.pathway@pathwaycapital.com
in linkedin.com/in/ember-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,802,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,802,562 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,802,562
Public Funds:
24.9% Equity - Exchange:
24.2% Cash:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,758,389,961 | 24.9% |
| Equity - Exchange | $1,708,957,311 | 24.2% |
| Cash | $3,594,459,799 | 50.9% |
| Total | $7,061,807,071 | 100.0% |