Zachary Payne is a CFP-designated registered investment advisor at Planvest Financial, INC., based in Gaithersburg, MD, with 9 years of industry experience. Zachary 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
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Zachary is a licensed administrator for PlanVest Federal, a registered investment advisor DBA. This activity takes Zachary nearly full-time.
Employment History
Current Registrations
Planvest Financial, INC.
Previous Registrations
LPL Financial LLCBroker
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.