Robert Behr is a registered investment advisor at Planvest Financial, INC., based in Gaithersburg, MD, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Insurance Planning, and 3 more. Their firm serves 255 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PlanVest Financial charges a percentage of your portfolio, generally not exceeding 1.75% annually, based on the value of your investments. The exact fee is negotiated based on your needs and the complexity of your account. Fees are deducted monthly for assets held at Schwab. PlanVest Financial also offers a wrap fee program and a Supplemental Comprehensive Advisory Service (SCAS) program with a recurring fixed fee.
Location
711 Washingtonian Blvd, Suite, Suite 550, Gaithersburg, MD, 20878
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under the DBA Financial Strategy Advisors since 2013 and is involved with CFO Advisory and Tax Services, LLC, dedicating about 10-20% of his time to tax preparation, accounting, and bookkeeping. He also works with PlanVest Financial, Inc. as a registered investment advisor, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Planvest Financial, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.