# Planvesting, LLC

> Planvesting, LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 168260
- Filed as: PLANVESTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168260
- AdvisorCensus page: https://advisorcensus.com/firm/planvesting-llc-168260

## Quick answers

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

**Is Planvesting, LLC registered with the SEC or a state?**
Planvesting, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168260.

**How much does Planvesting, LLC manage?**
Planvesting, LLC reports $12,781,895 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (0% discretionary).

**What types of clients does Planvesting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); high net worth individuals (2).

**Does Planvesting, 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/168260

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,781,895
- Discretionary: $0
- Non-discretionary: $12,781,895

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,962,265 |
| High net worth individuals | 2 | $10,819,630 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planvesting, LLC (CRD 168260): Form ADV filing data as of October 2026.