# Plandeavor

> Plandeavor is a state-registered investment advisory firm in Arlington, VA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 331046
- Filed as: PLANDEAVOR
- Legal name: Plandeavor LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331046
- AdvisorCensus page: https://advisorcensus.com/firm/plandeavor-arlington-va-331046

## Quick answers

**How is Plandeavor compensated?**
On its Form ADV (Item 5.E, October 2026), Plandeavor reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Plandeavor located?**
Plandeavor's principal office is in Arlington, VA, according to its Form ADV.

**Is Plandeavor registered with the SEC or a state?**
Plandeavor is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331046.

**How much does Plandeavor manage?**
Plandeavor reports $2,802,562 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Plandeavor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Plandeavor report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331046

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,802,562
- Discretionary: $2,802,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,802,562 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plandeavor.com
- LinkedIn @plandeavor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plandeavor (CRD 331046): Form ADV filing data as of October 2026.