# Planvest, LLC

> Planvest, LLC is a state-registered investment advisory firm in Blair, NE, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 309669
- Filed as: PLANVEST, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Blair, NE
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309669
- AdvisorCensus page: https://advisorcensus.com/firm/planvest-llc-blair-ne-309669

## Quick answers

**How is Planvest, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Planvest, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Planvest, LLC located?**
Planvest, LLC's principal office is in Blair, NE, according to its Form ADV.

**Is Planvest, LLC registered with the SEC or a state?**
Planvest, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309669.

**How much does Planvest, LLC manage?**
Planvest, LLC reports $46,677,159 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (96% discretionary).

**What types of clients does Planvest, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (49).

**Does Planvest, LLC 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/309669

## 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: $46,677,159
- Discretionary: $44,784,114
- Non-discretionary: $1,893,045

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $6,901,798 |
| High net worth individuals | 49 | $38,082,807 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,350,272 |
| Charitable organizations | Fewer than 5 | $342,282 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plan-vest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planvest, LLC (CRD 309669): Form ADV filing data as of October 2026.