PLANVISION, LLC
At a Glance
| Employees | 10 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 10 | +25.0% | +44.8% | +28.9% | |
Client Count Segments | |||||
| HNW Clients | 2k | — | — | — | |
Key Metrics
| Total AUM | N |
| Employees | 10 |
| Client Range | More than 500 |
Contact & Location
Phone
(612) 965-4286
Filing History
23 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Financial Planning
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Headcount Over Time
Total Employees
Advisory Staff
Clients
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported