Learnvest Planning Services, LLC is a multi-state adviser based in New York. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Learnvest Planning Services provides financial planning services and educational seminars and workshops. It prepares financial plans for approximately 8,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Learnvest Planning Services, LLC for their services and products based on subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Learnvest Planning Services is individuals with 8,099 clients and $0 of assets under management. Among the 5 most similar advisory firms, Learnvest Planning Services has the highest percentage of individuals out of all clients.
None of the firm’s clients are foreign persons or businesses.
Learnvest Planning Services doesn't advise any private funds.
The company employs 73 people that are either part- or full-time employees. 96 percent of the employees work as investment advisers or researchers. 73 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Stephen Pimpo joined the executive team most recently as the Chief Operating Officer.
The principal office where Learnvest Planning Services, LLC performs its advisory services is located at 41 E. 11 Th Street, New York, NY 10003, which is also the mailing address of the firm. An additional office of the firm is in Haleiwa, HI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-675-6711 or by fax 917-720-9067. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at learnvest.com.