CRD: 290306
Planvest Financial, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-21-2017
- Office Locations
- 1
Office Locations
About Planvest Financial, Inc.
PlanVest Financial is an independent, fiduciary RIA serving individuals and families with risk-based portfolio management and holistic financial planning. Based in the DC metro area, the team supports retirement and estate planning needs and provides a dedicated Federal Employee Benefits Analysis Report for clients navigating federal benefits. Investment implementation includes ETFs and mutual funds, with custody via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD CLONCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4923311
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT LOUIS BEHR
Wealth Manager
- CRD
- #1535798
SEAN M. FLYNN
Comprehensive Wealth Manager
- CRD
- #4198633
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,860,431 | $318,012 |
| Non-Discretionary | $0 | -- |
| Total | $175,860,431 | $318,012 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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