# PlanFees

PlanFees is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** planfees.com
- **LinkedIn:** https://www.linkedin.com/company/planfees

## Regulatory record

- **Reports private funds:** No

## About

Innovative fintech that allows retirement advisors to create the most accurate, yet easy-to-use, benchmarking reports | PlanFees is a revolutionary technology platform that allows financial professionals to create the most accurate, yet easy-to-use, retirement plan fee benchmarking reports. Our platform offers a seamless and efficient fee benchmarking experience for advisors, institutions and their clients. Through cutting-edge technology, such as proprietary optical character recognition (OCR) of fee disclosure documents, advisors can help their clients with their fiduciary responsibilities while creating successful outcomes for their participants.

## Sectors

- Private Credit
- Enterprise Software

## Questions

### What exactly does PlanFees do for institutional investors?

PlanFees provides software and advisory services that model the economic impact of alternative investment fee structures. Its platform stress-tests management fees, carried interest waterfalls, catch-up provisions, and clawback mechanics across private equity, venture capital, private credit, real estate, and infrastructure fund scenarios. The output helps limited partners compare net-return outcomes under different fee proposals and supports investment committee decisions with quantitative fee diligence.

### Which fund structures can PlanFees model?

The platform covers standard institutional fund structures including commingled private equity and venture capital vehicles, deal-by-deal waterfalls, private credit funds with complex incentive fee tiers, and real estate and infrastructure partnerships. Its modeling accommodates European-style whole-fund waterfalls, American-style deal-by-deal structures with catch-up provisions, and hybrid arrangements that combine elements of both.

### Does PlanFees manage any investment capital itself?

No. PlanFees is a technology and advisory provider, not an investment manager. It does not raise funds, allocate capital, or take balance-sheet positions. The firm sells software licenses and consulting engagements to institutional investors and general partners seeking fee analytics — a pure fee-for-service model with no co-mingling of investment interests.

### Who uses PlanFees — limited partners, general partners, or both?

Both constituencies use PlanFees, though in different ways. Limited partners — pension funds, endowments, sovereign wealth funds, and family offices — use the platform to diligence proposed fee terms and compare net-return outcomes across manager finalists. General partners use it to stress-test how different fee designs affect their economics under various fund performance scenarios, which informs term-sheet design and LP negotiation strategy.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/planfees

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