Planvest Financial, Inc.

CRD 290306 · Gaithersburg, MD · $175.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 290306
SEC number: 801-131058
Firm type: RIA
Assets under management: $175.9M as of Mar 31, 2026
Website: www.linkedin.com/in/zach-payne-35a383143 ↗
Phone: (301) 977-7123
Address: 9711 Washingtonian Blvd, Suite, Gaithersburg, MD, 20878

Advisors at this firm

6 in our index · page 1 of 1

Robert Louis BehrCRD 1535798 · Gaithersburg, MD

IA RegisteredRegistration inactive
Richard ClonchCRD 4923311 · Gaithersburg, MD

IA RegisteredRegistration inactive
Sean M. FlynnCRD 4198633 · Gaithersburg, MD

IA Registered
Michael Charles MattisonCRD 2723042 · Gaithersburg, MD

IA RegisteredRegistration inactive
Zachary Taylor PayneCRD 6516858 · Gaithersburg, MD

IA RegisteredRegistration inactive
Sandeep Singh SainiCRD 8031714 · Gaithersburg, MD

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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