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Planvesting
Planvesting, LLC is a small, independent investment management firm dedicated to providing low cost, fixed-fee investment management services to affluent...
Overview
Planvesting, LLC is a small, independent investment management firm dedicated to providing low cost, fixed-fee investment management services to affluent investors who understand the power of passive investment strategies. It offers evidence-based investment strategies based on decades of Nobel laureate research and insights. As an independent Registered Investment Advisor, it is required by law to act as a fiduciary.
General information
Firm type
RIA
Year founded
2005
Principals
Scott Lummer
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Planvesting?
Scott Lummer oversees asset allocation and investment decisions. His background combines quantitative portfolio construction at Ibbotson Associates, serving as chief investment officer at mPower, and leading advice methodology at Morningstar. That career arc shapes a fiduciary-focused investment approach rooted in academic research and retirement-liability management.
How does Planvesting source private investment opportunities?
Planvesting's deal flow runs primarily through Scott Lummer's professional network, forged over three decades in retirement technology and fiduciary consulting. The firm targets early-stage fintech companies building infrastructure that serves RIAs, plan sponsors, and individual retirement savers. Its operating business provides additional sourcing, surfacing gaps in the fiduciary technology stack that become investment theses.
Does Planvesting invest in venture capital funds or only direct deals?
The firm makes direct investments in early-stage companies, often alongside former colleagues and industry operators. There is no public record of Planvesting participating as a limited partner in third-party venture funds, though the firm's investment posture emphasizes concentrated, direct positions where it can contribute domain expertise in retirement and fiduciary technology.
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