Sean Flynn is a CFA, CFP-designated registered investment advisor at Planvest Financial, INC., based in Gaithersburg, MD, with 3 years of industry experience. Sean 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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Learn about disclosures →Employment History
Current Registrations
Planvest Financial, INC.
Previous Registrations
Taplin Capital Management, LLC
Lincoln Investment Planning, INC
State Registrations1 state
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