Planvision, Llc
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ADV data as of Aug 11, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 7,370
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,270 | $0 | — |
| High net worth individuals | 5,100 | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Allen Zoril | Chief Compliance Officer And Founder | Apr 2012 (14y) | 75% or more | |
| Alan David Heltzel | Registered representative | Jan 2024 (3y) | ||
| Salvatore John Ferrito | Registered representative | Apr 2024 (2y) | ||
| Jared Reinstein | Registered representative | CFP | May 2024 (2y) | |
| Jason John Lynch | Registered representative | Dec 2024 (2y) | ||
| Randal Warren Best | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗