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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
About Planvest, LLC
PlanVest Financial Planning is a CFP-led, independent firm providing tailored financial planning and investment guidance for young professionals, business owners, and retirees/pre-retirees. The practice emphasizes a repeatable planning process and regular client meetings as life stages change. Portfolios commonly incorporate ETFs and diversified public funds, with custody through Schwab/TD Ameritrade and online scheduling for virtual or in-office appointments.
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Owner & Executives
BRIAN THOMAS BROWN
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #4788139
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,784,114 | -- |
| Non-Discretionary | $1,893,045 | -- |
| Total | $46,677,159 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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