CRD: 290306
Planvest Financial, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 24, 2025 and July 27, 2026, reported AUM increased 39.6%, from $126.0M to $175.9M.
Across 3 reported observations, AUM increased 58.6% between December 24, 2024 and July 27, 2026, from $110.9M to $175.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 309 clients, or 51.5 clients per representative. That equates to $569.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Planvest Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Planvest Financial, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Planvest Financial, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.