RIA Intel›Advisers›Nebraska›PLANVEST, LLC

PLANVEST, LLC

Advisory

BLAIR, NE

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in NE

#122

of 134 advisers by AUM

Average account

$187K

across 249 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$45M

Non-Discretionary AUM$2M

Discretionary %95.9%

Total Clients298

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, NE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

298 clients

49 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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