# PlanVision

PlanVision is a RIA based in Fuquay-Varina, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fuquay-Varina, United States
- **Region:** North America
- **Address:** 2316 Glade Mill Ct, Fuquay-Varina, NC 27526, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** planvisionmn.com
- **LinkedIn:** https://www.linkedin.com/company/planvision

## Regulatory record

- **CRD number:** 166311
- **SEC file number:** 801-112729
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166311

## About

Founded in 2012, PlanVision operates as a registered investment advisor from Fuquay-Varina, North Carolina. The firm is led by team members Alex Neil, Rifat Anil, and Bart Makos — the only named professionals on its public website. The wealth origin that seeded the firm has not been publicly disclosed, though its structure points to a bootstrapped practice built around financial planning and advisory services for individuals. PlanVision targets US-based individual clients across the accumulation-to-retirement spectrum. Its investment guidance focuses on simple, low-cost portfolios evaluated against personal circumstances, with no mention of alternative assets, private funds, or direct co-investments. The financial planning service reviews tax scenarios, asset allocation, and retirement projections, but does not promote institutional strategies, club deals, or fund commitments. Geographic coverage appears limited to domestic individual advisory, with no disclosed international footprint, institutional separate accounts, or pooled vehicles. As of its last public update, the firm lists three team members and a single office address. No recent capital raises, new fund launches, or partnership announcements have been recorded in the last 24 months. There are no disclosed adjacent vehicles, philanthropic foundations, or real-asset arms connected to PlanVision. PlanVision’s structural differentiator lies in its minimalist, anti-hype positioning — an RIA that deliberately avoids institutional distributors, proprietary funds, and complex fee structures. Governance and succession remain undisclosed beyond the named team, reflecting a lean advisory practice rather than a multi-family office or institutional manager.

## People

- Alex Neil — Team Member
- Rifat Anil — Team Member
- Bart Makos — Team Member

## Questions

### Does PlanVision manage proprietary investment products or pooled funds?

No. PlanVision explicitly states it recommends simple, low-cost portfolios and does not market proprietary funds, alternative assets, or structured products. Its investment guidance is built around evaluating personal situations rather than pushing in-house vehicles.

### What is PlanVision's position on financial planning complexity and tax strategy?

PlanVision’s financial planning service evaluates tax scenarios, asset allocation, and retirement projections, but frames its output as straightforward recommendations rather than multi-generational estate design. The firm’s homepage slogan — 'No Hype. No Cliches. No Nonsense.' — signals a deliberate rejection of over-engineering.

## Related profiles

- [Planven](https://altss.com/profile/planven)
- [PlanWiser Financial](https://altss.com/profile/planwiser-financial)

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

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